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Disclosery

Bogart Wealth, LLC: WMB position timeline

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

Bogart Wealth, LLC held 133,127 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,127 shares
    Change vs previous 13F +3,707 shares

    0.34% of the 13F portfolio, value $9,896,626.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 129,420 shares
    Change vs previous 13F +2,271 shares

    0.36% of the 13F portfolio, value $9,419,199.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 127,149 shares
    Change vs previous 13F +643 shares

    0.31% of the 13F portfolio, value $7,642,923.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 126,506 shares
    Change vs previous 13F -1,495 shares

    0.33% of the 13F portfolio, value $8,014,139.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 128,001 shares
    Change vs previous 13F +2,905 shares

    0.34% of the 13F portfolio, value $8,039,752.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 125,096 shares
    Change vs previous 13F -32,722 shares

    0.35% of the 13F portfolio, value $7,475,725.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 157,818 shares
    Change vs previous 13F -4,203 shares

    0.41% of the 13F portfolio, value $8,541,127.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 162,021 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,396,269.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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