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Disclosery

Alteri Wealth LLC: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on WMB, newest first. How the timeline and the estimate are built.

Alteri Wealth LLC held 12,124 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,124 shares
    Change vs previous 13F -296 shares

    0.25% of the 13F portfolio, value $901,318.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,420 shares
    Change vs previous 13F -1,390 shares

    0.29% of the 13F portfolio, value $903,917.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,810 shares
    Change vs previous 13F +1,200 shares

    0.27% of the 13F portfolio, value $830,118.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,610 shares
    Change vs previous 13F +336 shares

    0.27% of the 13F portfolio, value $798,835.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,274 shares
    Change vs previous 13F -1,132 shares

    0.3% of the 13F portfolio, value $770,930.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,406 shares
    Change vs previous 13F -3,344 shares

    0.35% of the 13F portfolio, value $801,154.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,750 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $906,497.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).