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
- period ended2026-06-3013F 20,604 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,567 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,916 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,370 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,409 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,506 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,822 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,456 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).