Skip to content
Disclosery

Cresset Asset Management, LLC: WMB position timeline

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

Cresset Asset Management, LLC held 76,649 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,649 shares
    Change vs previous 13F -1,917 shares

    0.02% of the 13F portfolio, value $5,698,054.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 78,566 shares
    Change vs previous 13F +14,310 shares

    0.02% of the 13F portfolio, value $5,717,980.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 64,256 shares
    Change vs previous 13F +5,248 shares

    0.02% of the 13F portfolio, value $3,862,430.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 59,008 shares
    Change vs previous 13F +1,696 shares

    0.02% of the 13F portfolio, value $3,738,173.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 57,312 shares
    Change vs previous 13F -56,274 shares

    0.02% of the 13F portfolio, value $3,599,805.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 113,586 shares
    Change vs previous 13F -1,407 shares

    0.03% of the 13F portfolio, value $6,787,898.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 114,993 shares
    Change vs previous 13F -48,828 shares

    0.03% of the 13F portfolio, value $6,223,426.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 163,821 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,478,418.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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