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Comprehensive Money Management Services LLC: WMB position timeline

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

Comprehensive Money Management Services LLC held 14,063 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,063 shares
    Change vs previous 13F -1,675 shares

    0.66% of the 13F portfolio, value $1,045,443.

    13F-HR 0002058921-26-000003 filed by Comprehensive Money Management Services 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 15,738 shares
    Change vs previous 13F -193 shares

    0.75% of the 13F portfolio, value $1,145,412.

    13F-HR 0002058921-26-000002 filed by Comprehensive Money Management Services 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 15,931 shares
    Change vs previous 13F -199 shares

    0.66% of the 13F portfolio, value $957,615.

    13F-HR 0002058921-26-000001 filed by Comprehensive Money Management Services 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 16,130 shares
    Change vs previous 13F -1,189 shares

    0.72% of the 13F portfolio, value $1,021,834.

    13F-HR 0002058921-25-000009 filed by Comprehensive Money Management Services 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 17,319 shares
    Change vs previous 13F -74 shares

    0.83% of the 13F portfolio, value $1,087,806.

    13F-HR 0002058921-25-000004 filed by Comprehensive Money Management Services 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 17,393 shares
    Change vs previous 13F -199 shares

    0.84% of the 13F portfolio, value $1,039,406.

    13F-HR 0002058921-25-000003 filed by Comprehensive Money Management Services 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 17,592 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $952,077.

    13F-HR 0002058921-25-000002 filed by Comprehensive Money Management Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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