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Chicago Partners Investment Group LLC: WMB position timeline

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

Chicago Partners Investment Group LLC held 272,428 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,428 shares
    Change vs previous 13F -6,859 shares

    0.41% of the 13F portfolio, value $20,500,208.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 279,287 shares
    Change vs previous 13F -20,130 shares

    0.44% of the 13F portfolio, value $19,857,337.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 299,417 shares
    Change vs previous 13F -6,819 shares

    0.48% of the 13F portfolio, value $19,450,143.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 306,236 shares
    Change vs previous 13F -2,824 shares

    0.46% of the 13F portfolio, value $17,636,117.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 309,060 shares
    Change vs previous 13F -3,507 shares

    0.51% of the 13F portfolio, value $17,835,842.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 312,567 shares
    Change vs previous 13F -15,412 shares

    0.61% of the 13F portfolio, value $18,422,722.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 327,979 shares
    Change vs previous 13F -6,977 shares

    0.61% of the 13F portfolio, value $18,494,726.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 334,956 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $17,501,457.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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