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CoreCap Advisors, LLC: WMB position timeline

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

CoreCap Advisors, LLC held 1,937 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,937 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $131,658.

    13F-HR 0001902501-26-000006 filed by CoreCap Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,004 shares
    Change vs previous 13F -5,167 shares

    <0.01% of the 13F portfolio, value $148,977.

    13F-HR 0001902501-26-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,171 shares
    Change vs previous 13F -73,620 shares

    0.02% of the 13F portfolio, value $521,977.

    13F-HR 0001902501-26-000002 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 80,791 shares
    Change vs previous 13F -13,941 shares

    0.17% of the 13F portfolio, value $4,856,369.

    13F-HR 0001902501-26-000001 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 94,732 shares
    Change vs previous 13F +72,902 shares

    0.22% of the 13F portfolio, value $6,001,272.

    13F-HR 0001902501-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,830 shares
    Change vs previous 13F +6,544 shares

    0.06% of the 13F portfolio, value $1,371,142.

    13F-HR 0001902501-25-000004 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,286 shares
    Change vs previous 13F -1,895 shares

    0.04% of the 13F portfolio, value $913,491.

    13F-HR 0001984732-25-000005 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,181 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $929,836.

    13F-HR 0001984732-25-000003 filed by CoreCap Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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