Skip to content

Checchi Capital Advisers, LLC: WMB position timeline

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

Checchi Capital Advisers, LLC held 20,604 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,604 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $1,531,664.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 20,567 shares
    Change vs previous 13F +651 shares

    0.1% of the 13F portfolio, value $1,496,830.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 19,916 shares
    Change vs previous 13F -454 shares

    0.08% of the 13F portfolio, value $1,197,121.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 20,370 shares
    Change vs previous 13F -1,039 shares

    0.09% of the 13F portfolio, value $1,290,408.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 21,409 shares
    Change vs previous 13F -2,097 shares

    0.09% of the 13F portfolio, value $1,344,668.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 23,506 shares
    Change vs previous 13F +684 shares

    0.1% of the 13F portfolio, value $1,404,719.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 22,822 shares
    Change vs previous 13F +366 shares

    0.09% of the 13F portfolio, value $1,235,127.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 22,456 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,025,116.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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