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Carnegie Lake Advisors LLC: WMB position timeline

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

Carnegie Lake Advisors LLC held 27,250 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 27,250 shares
    Change vs previous 13F -6,500 shares

    0.76% of the 13F portfolio, value $2,025,768.

    13F-HR 0002043591-26-000003 filed by Carnegie Lake 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 33,750 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $2,456,328.

    13F-HR 0002043591-26-000002 filed by Carnegie Lake 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 33,750 shares
    Change vs previous 13F -500 shares

    0.77% of the 13F portfolio, value $2,028,715.

    13F-HR 0002043591-26-000001 filed by Carnegie Lake 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 34,250 shares
    Change vs previous 13F -2,050 shares

    0.83% of the 13F portfolio, value $2,169,740.

    13F-HR 0002043591-25-000005 filed by Carnegie Lake 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 36,300 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,280,000.

    13F-HR 0002043591-25-000004 filed by Carnegie Lake 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 36,300 shares
    Change vs previous 13F -1,732 shares

    0.88% of the 13F portfolio, value $2,169,000.

    13F-HR 0002043591-25-000003 filed by Carnegie Lake 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 38,032 shares
    Change vs previous 13F -200 shares

    0.83% of the 13F portfolio, value $2,058,000.

    13F-HR 0002043591-25-000001 filed by Carnegie Lake 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 38,232 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,745,000.

    13F-HR 0002043591-24-000001 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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