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Disclosery

CHOREO, LLC: WMB position timeline

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

CHOREO, LLC held 29,792 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 29,792 shares
    Change vs previous 13F +1,356 shares

    0.02% of the 13F portfolio, value $2,214,748.

    13F-HR 0001214659-26-009507 filed by CHOREO, 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 28,436 shares
    Change vs previous 13F -163 shares

    0.03% of the 13F portfolio, value $2,069,537.

    13F-HR 0001214659-26-006019 filed by CHOREO, 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 28,599 shares
    Change vs previous 13F +2,344 shares

    0.02% of the 13F portfolio, value $1,720,510.

    13F-HR 0001214659-26-000775 filed by CHOREO, 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 26,255 shares
    Change vs previous 13F +317 shares

    0.02% of the 13F portfolio, value $1,663,284.

    13F-HR 0001214659-25-016169 filed by CHOREO, 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 25,938 shares
    Change vs previous 13F -9,086 shares

    0.02% of the 13F portfolio, value $1,629,202.

    13F-HR 0001214659-25-011879 filed by CHOREO, 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 35,024 shares
    Change vs previous 13F -6,960 shares

    0.03% of the 13F portfolio, value $2,093,015.

    13F-HR 0001214659-25-006995 filed by CHOREO, 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 41,984 shares
    Change vs previous 13F -7,369 shares

    0.03% of the 13F portfolio, value $2,273,776.

    13F-HR 0001214659-25-001353 filed by CHOREO, 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 49,353 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,287,989.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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