CBIZ Investment Advisory Services, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CBIZ Investment Advisory Services, LLC on WMB, newest first. How the timeline and the estimate are built.
CBIZ Investment Advisory Services, LLC held 0 WMB shares at 2026-03-31 per its 13F-HR filed 2026-05-12.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -144 shares
13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 144 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $8,656.
13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 144 sharesChange vs previous 13F -48 shares
<0.01% of the 13F portfolio, value $9,122.
13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 192 sharesChange vs previous 13F -47 shares
<0.01% of the 13F portfolio, value $12,060.
13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 239 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $14,283.
13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).