CERTUITY, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CERTUITY, LLC on WMB, newest first. How the timeline and the estimate are built.
CERTUITY, LLC held 2,345 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,345 sharesChange vs previous 13F -1,009 shares
0.01% of the 13F portfolio, value $174,327.
13F-HR 0001800752-26-000004 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,354 sharesChange vs previous 13F -1,255 shares
0.02% of the 13F portfolio, value $244,108.
13F-HR 0001800752-26-000001 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,609 sharesChange vs previous 13F -330 shares
0.02% of the 13F portfolio, value $277,076.
13F-HR 0001172661-26-000396 filed by CERTUITY, 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 4,939 sharesChange vs previous 13F +1,280 shares
0.02% of the 13F portfolio, value $312,869.
13F-HR 0001172661-25-004776 filed by CERTUITY, 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 3,659 sharesChange vs previous 13F +41 shares
0.02% of the 13F portfolio, value $229,808.
13F-HR 0001172661-25-003246 filed by CERTUITY, 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 3,618 sharesChange vs previous 13F -1,023 shares
0.02% of the 13F portfolio, value $216,238.
13F-HR 0001172661-25-001734 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,641 sharesChange vs previous 13F -380 shares
0.03% of the 13F portfolio, value $251,169.
13F-HR 0001172661-25-000408 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,021 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $229,202.
13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).