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Disclosery

Atria Investments, Inc: WMB position timeline

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

Atria Investments, Inc held 100,961 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,961 shares
    Change vs previous 13F -9,519 shares

    0.08% of the 13F portfolio, value $7,505,426.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 110,480 shares
    Change vs previous 13F -18,415 shares

    0.09% of the 13F portfolio, value $8,040,731.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 128,895 shares
    Change vs previous 13F -18,013 shares

    0.09% of the 13F portfolio, value $7,747,887.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 146,908 shares
    Change vs previous 13F +378 shares

    0.11% of the 13F portfolio, value $9,306,640.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 146,530 shares
    Change vs previous 13F -2,346 shares

    0.11% of the 13F portfolio, value $9,203,561.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 148,876 shares
    Change vs previous 13F +9,343 shares

    0.11% of the 13F portfolio, value $8,896,823.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 139,533 shares
    Change vs previous 13F -7,152 shares

    0.09% of the 13F portfolio, value $7,551,504.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    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 146,685 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,696,189.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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