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Aptus Capital Advisors, LLC: WMB position timeline

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

Aptus Capital Advisors, LLC held 27,494 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,494 shares
    Change vs previous 13F -3,241 shares

    0.01% of the 13F portfolio, value $2,043,904.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 30,735 shares
    Change vs previous 13F +4,101 shares

    0.02% of the 13F portfolio, value $2,236,893.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 26,634 shares
    Change vs previous 13F +3,160 shares

    0.01% of the 13F portfolio, value $1,600,969.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 23,474 shares
    Change vs previous 13F -5,437 shares

    0.01% of the 13F portfolio, value $1,487,079.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 28,911 shares
    Change vs previous 13F +4,071 shares

    0.02% of the 13F portfolio, value $1,815,878.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 24,840 shares
    Change vs previous 13F -1,458 shares

    0.02% of the 13F portfolio, value $1,484,467.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 26,298 shares
    Change vs previous 13F +13,941 shares

    0.02% of the 13F portfolio, value $1,423,255.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 12,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $564,097.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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