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Disclosery

COURIER CAPITAL LLC: WMB position timeline

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

COURIER CAPITAL LLC held 47,069 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,069 shares
    Change vs previous 13F -189 shares

    0.17% of the 13F portfolio, value $3,499,104.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 47,258 shares
    Change vs previous 13F -208 shares

    0.19% of the 13F portfolio, value $3,439,459.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 47,466 shares
    Change vs previous 13F +162 shares

    0.16% of the 13F portfolio, value $2,853,181.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 47,304 shares
    Change vs previous 13F -253 shares

    0.17% of the 13F portfolio, value $2,996,694.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 47,557 shares
    Change vs previous 13F -694 shares

    0.18% of the 13F portfolio, value $2,987,030.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 48,251 shares
    Change vs previous 13F -236 shares

    0.19% of the 13F portfolio, value $2,883,462.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 48,487 shares
    Change vs previous 13F -17,650 shares

    0.18% of the 13F portfolio, value $2,624,128.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 66,137 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,019,133.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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