Skip to content
Disclosery

Annex Advisory Services, LLC: WMB position timeline

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

Annex Advisory Services, LLC held 129,078 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,078 shares
    Change vs previous 13F -13,630 shares

    0.16% of the 13F portfolio, value $9,595,623.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 142,708 shares
    Change vs previous 13F -93,572 shares

    0.19% of the 13F portfolio, value $10,386,278.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 236,280 shares
    Change vs previous 13F +4,765 shares

    0.27% of the 13F portfolio, value $14,202,819.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 231,515 shares
    Change vs previous 13F +37,637 shares

    0.31% of the 13F portfolio, value $14,666,502.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 193,878 shares
    Change vs previous 13F +16,407 shares

    0.29% of the 13F portfolio, value $12,177,494.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 177,471 shares
    Change vs previous 13F +7,938 shares

    0.3% of the 13F portfolio, value $10,605,640.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 169,533 shares
    Change vs previous 13F +4,119 shares

    0.28% of the 13F portfolio, value $9,175,116.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 165,414 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,551,150.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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