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Disclosery

Ballentine Partners, LLC: WMB position timeline

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

Ballentine Partners, LLC held 26,469 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,469 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $1,967,706.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 26,161 shares
    Change vs previous 13F -646 shares

    0.03% of the 13F portfolio, value $1,903,997.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 26,807 shares
    Change vs previous 13F -2,450 shares

    0.02% of the 13F portfolio, value $1,611,369.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 29,257 shares
    Change vs previous 13F -295 shares

    0.03% of the 13F portfolio, value $1,853,431.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 29,552 shares
    Change vs previous 13F +1,264 shares

    0.03% of the 13F portfolio, value $1,856,160.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 28,288 shares
    Change vs previous 13F -1,686 shares

    0.03% of the 13F portfolio, value $1,690,491.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 29,974 shares
    Change vs previous 13F +3,324 shares

    0.03% of the 13F portfolio, value $1,622,193.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 26,650 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,216,572.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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