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Disclosery

Avalon Trust Co: WMB position timeline

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

Avalon Trust Co held 283 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,039.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 283 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $20,597.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 283 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $17,012.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 298 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $18,879.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 283 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,776.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 283 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $16,913.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 283 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,316.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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