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Disclosery

Aureus Asset Management, LLC: WMB position timeline

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

Aureus Asset Management, LLC held 140,693 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,693 shares
    Change vs previous 13F +3,624 shares

    0.64% of the 13F portfolio, value $10,459,135.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, 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 137,069 shares
    Change vs previous 13F -217 shares

    0.66% of the 13F portfolio, value $9,975,900.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, 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 137,286 shares
    Change vs previous 13F +865 shares

    0.53% of the 13F portfolio, value $8,252,272.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, 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 136,421 shares
    Change vs previous 13F +17,070 shares

    0.56% of the 13F portfolio, value $8,642,253.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, 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 119,351 shares
    Change vs previous 13F +876 shares

    0.48% of the 13F portfolio, value $7,496,466.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, 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 118,475 shares
    Change vs previous 13F -1,921 shares

    0.5% of the 13F portfolio, value $7,080,095.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, 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 120,396 shares
    Change vs previous 13F -423 shares

    0.42% of the 13F portfolio, value $6,515,852.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, 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 120,819 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,515,397.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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