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CFM WEALTH PARTNERS LLC: WMB position timeline

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

CFM WEALTH PARTNERS LLC held 226,183 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,183 shares
    Change vs previous 13F -222 shares

    2.15% of the 13F portfolio, value $16,814,444.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH PARTNERS 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 226,405 shares
    Change vs previous 13F -453 shares

    2.47% of the 13F portfolio, value $16,477,756.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH PARTNERS 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 226,858 shares
    Change vs previous 13F +1,786 shares

    1.97% of the 13F portfolio, value $13,636,434.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH PARTNERS 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 225,072 shares
    Change vs previous 13F +3,059 shares

    2.07% of the 13F portfolio, value $14,258,311.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH PARTNERS 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 222,013 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $13,944,637.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH PARTNERS 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 222,013 shares
    Change vs previous 13F 0 shares

    2.34% of the 13F portfolio, value $13,267,497.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH PARTNERS 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 222,013 shares
    Change vs previous 13F -1,643 shares

    2.03% of the 13F portfolio, value $12,015,344.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH PARTNERS 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/A 223,656 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $10,209,896.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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