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Disclosery

CapWealth Advisors, LLC: WMB position timeline

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

CapWealth Advisors, LLC held 757,927 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 757,927 shares
    Change vs previous 13F -1,815 shares

    3.89% of the 13F portfolio, value $51,516,319.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 759,742 shares
    Change vs previous 13F -2,545 shares

    3.88% of the 13F portfolio, value $56,479,212.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 762,287 shares
    Change vs previous 13F -13,415 shares

    4.12% of the 13F portfolio, value $55,479,280.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 775,702 shares
    Change vs previous 13F -3,434 shares

    3.19% of the 13F portfolio, value $46,627,440.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 779,136 shares
    Change vs previous 13F -15,488 shares

    3.4% of the 13F portfolio, value $49,358,241.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 794,624 shares
    Change vs previous 13F -8,347 shares

    4.93% of the 13F portfolio, value $49,910,343.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 802,971 shares
    Change vs previous 13F -14,230 shares

    5.21% of the 13F portfolio, value $47,985,529.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 817,201 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $44,226,903.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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