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Arkadios Wealth Advisors: WMB position timeline

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

Arkadios Wealth Advisors held 140,994 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,994 shares
    Change vs previous 13F +9,404 shares

    0.16% of the 13F portfolio, value $10,481,431.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 131,590 shares
    Change vs previous 13F +15,024 shares

    0.16% of the 13F portfolio, value $9,577,099.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 116,566 shares
    Change vs previous 13F +18,380 shares

    0.14% of the 13F portfolio, value $7,006,791.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 98,186 shares
    Change vs previous 13F +19,429 shares

    0.15% of the 13F portfolio, value $6,220,115.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 78,757 shares
    Change vs previous 13F +16,609 shares

    0.15% of the 13F portfolio, value $4,946,723.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 62,148 shares
    Change vs previous 13F +51,596 shares

    0.14% of the 13F portfolio, value $3,714,000.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 10,552 shares
    Change vs previous 13F -9,451 shares

    0.03% of the 13F portfolio, value $571,073.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 20,003 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $913,138.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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