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BRASADA CAPITAL MANAGEMENT, LP: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASADA CAPITAL MANAGEMENT, LP on WMB, newest first. How the timeline and the estimate are built.

BRASADA CAPITAL MANAGEMENT, LP held 180,653 WMB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 180,653 shares
    Change vs previous 13F -4,690 shares

    2.42% of the 13F portfolio, value $13,429,744.

    13F-HR/A 0001420506-26-001843 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 185,343 shares
    Change vs previous 13F -9,835 shares

    2.47% of the 13F portfolio, value $13,456,803.

    13F-HR 0001420506-26-001123 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 195,178 shares
    Change vs previous 13F -13,268 shares

    2.04% of the 13F portfolio, value $11,864,371.

    13F-HR 0001420506-26-000395 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 208,446 shares
    Change vs previous 13F +5,967 shares

    2.14% of the 13F portfolio, value $12,597,535.

    13F-HR 0001420506-25-003331 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 202,479 shares
    Change vs previous 13F -4,704 shares

    2.03% of the 13F portfolio, value $11,942,174.

    13F-HR 0001420506-25-002057 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 207,183 shares
    Change vs previous 13F -10,101 shares

    2.26% of the 13F portfolio, value $11,334,987.

    13F-HR 0001420506-25-001235 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 217,284 shares
    Change vs previous 13F +6,953 shares

    2.16% of the 13F portfolio, value $12,138,133.

    13F-HR 0001420506-25-000500 filed by BRASADA CAPITAL MANAGEMENT, LP
    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 210,331 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $9,978,326.

    13F-HR 0001420506-24-002449 filed by BRASADA CAPITAL MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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