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Bleakley Financial Group, LLC: WMB position timeline

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

Bleakley Financial Group, LLC held 42,493 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,493 shares
    Change vs previous 13F +1,774 shares

    0.04% of the 13F portfolio, value $3,158,963.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 40,719 shares
    Change vs previous 13F -49,198 shares

    0.05% of the 13F portfolio, value $2,963,527.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 89,917 shares
    Change vs previous 13F +11,020 shares

    0.09% of the 13F portfolio, value $5,404,919.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 78,897 shares
    Change vs previous 13F +2,560 shares

    0.12% of the 13F portfolio, value $4,998,133.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 76,337 shares
    Change vs previous 13F +7,535 shares

    0.12% of the 13F portfolio, value $4,794,716.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 68,802 shares
    Change vs previous 13F +2,259 shares

    0.13% of the 13F portfolio, value $4,111,602.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 66,543 shares
    Change vs previous 13F -238 shares

    0.11% of the 13F portfolio, value $3,601,311.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 66,781 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,048,537.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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