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Capital Investment Advisors, LLC: WMB position timeline

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

Capital Investment Advisors, LLC held 268,506 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,506 shares
    Change vs previous 13F +3,949 shares

    0.26% of the 13F portfolio, value $19,960,761.

    13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, 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/A 264,557 shares
    Change vs previous 13F +6,005 shares

    0.28% of the 13F portfolio, value $19,254,478.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, 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 258,552 shares
    Change vs previous 13F +8,107 shares

    0.24% of the 13F portfolio, value $15,541,585.

    13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, 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 250,445 shares
    Change vs previous 13F +14,290 shares

    0.26% of the 13F portfolio, value $15,865,667.

    13F-HR 0001062993-25-016276 filed by Capital Investment Advisors, 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/A 236,155 shares
    Change vs previous 13F +11,185 shares

    0.27% of the 13F portfolio, value $14,832,864.

    13F-HR/A 0001062993-25-012960 filed by Capital Investment Advisors, 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 224,970 shares
    Change vs previous 13F +18,282 shares

    0.26% of the 13F portfolio, value $13,444,229.

    13F-HR 0001062993-25-007411 filed by Capital Investment Advisors, 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 206,688 shares
    Change vs previous 13F +25,042 shares

    0.23% of the 13F portfolio, value $11,185,959.

    13F-HR 0001062993-25-000712 filed by Capital Investment Advisors, 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 181,646 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,292,143.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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