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Disclosery

Choate Investment Advisors: WMB position timeline

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

Choate Investment Advisors held 34,837 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,837 shares
    Change vs previous 13F -77 shares

    0.05% of the 13F portfolio, value $2,589,783.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 34,914 shares
    Change vs previous 13F +163 shares

    0.05% of the 13F portfolio, value $2,541,041.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 34,751 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,088,883.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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