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Disclosery

Balboa Wealth Partners: WMB position timeline

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

Balboa Wealth Partners held 6,079 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 6,079 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $451,913.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 6,062 shares
    Change vs previous 13F +115 shares

    0.07% of the 13F portfolio, value $441,192.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 5,947 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $357,474.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 5,743 shares
    Change vs previous 13F +134 shares

    0.06% of the 13F portfolio, value $363,819.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 5,609 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $352,301.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 5,502 shares
    Change vs previous 13F -4,706 shares

    0.08% of the 13F portfolio, value $328,800.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 10,208 shares
    Change vs previous 13F +4,076 shares

    0.13% of the 13F portfolio, value $552,457.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 6,132 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $279,926.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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