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Centered Wealth LLC dba Miller Equity Capital Advisors: WMB position timeline

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

Centered Wealth LLC dba Miller Equity Capital Advisors held 3,640 WMB shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,640 shares
    Change vs previous 13F -44,400 shares

    15.04% of the 13F portfolio, value $217,526.

    13F-HR 0001894543-25-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 48,040 shares
    Change vs previous 13F -930 shares

    0.99% of the 13F portfolio, value $2,599,925.

    13F-HR 0001894543-25-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 48,970 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $2,235,481.

    13F-HR 0001894543-24-000006 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 48,970 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $2,081,225.

    13F-HR 0001894543-24-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 48,970 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,908,361.

    13F-HR 0001894543-24-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 48,970 shares
    Change vs previous 13F -374 shares

    0.77% of the 13F portfolio, value $1,705,625.

    13F-HR 0001894543-24-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 49,344 shares
    Change vs previous 13F +4,844 shares

    0.86% of the 13F portfolio, value $1,662,399.

    13F-HR 0001894543-23-000005 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 44,500 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,452,035.

    13F-HR 0001894543-23-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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