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CAPTRUST FINANCIAL ADVISORS: WMB position timeline

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

CAPTRUST FINANCIAL ADVISORS held 169,249 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,249 shares
    Change vs previous 13F -16,615 shares

    0.02% of the 13F portfolio, value $12,581,952.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 185,864 shares
    Change vs previous 13F +32,034 shares

    0.02% of the 13F portfolio, value $13,527,167.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 153,830 shares
    Change vs previous 13F -1,360 shares

    0.02% of the 13F portfolio, value $9,246,705.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 155,190 shares
    Change vs previous 13F -6,643 shares

    0.02% of the 13F portfolio, value $9,831,315.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 161,833 shares
    Change vs previous 13F +15,539 shares

    0.02% of the 13F portfolio, value $10,164,755.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 146,294 shares
    Change vs previous 13F +5,854 shares

    0.02% of the 13F portfolio, value $8,742,507.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 140,440 shares
    Change vs previous 13F -3,162 shares

    0.02% of the 13F portfolio, value $7,600,609.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 143,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,555,440.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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