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Disclosery

Apella Capital, LLC: WMB position timeline

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

Apella Capital, LLC held 7,332 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,332 shares
    Change vs previous 13F +1,344 shares

    0.01% of the 13F portfolio, value $523,972.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,988 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $449,615.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,854 shares
    Change vs previous 13F +954 shares

    0.01% of the 13F portfolio, value $416,534.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,900 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $294,523.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,868 shares
    Change vs previous 13F +463 shares

    0.01% of the 13F portfolio, value $304,423.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,405 shares
    Change vs previous 13F +123 shares

    0.01% of the 13F portfolio, value $257,603.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,282 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $241,575.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,045 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,898.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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