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Csenge Advisory Group: WMB position timeline

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

Csenge Advisory Group held 75,768 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,768 shares
    Change vs previous 13F +10,548 shares

    0.23% of the 13F portfolio, value $5,632,614.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 65,220 shares
    Change vs previous 13F -8,583 shares

    0.22% of the 13F portfolio, value $4,746,709.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 73,803 shares
    Change vs previous 13F +7,729 shares

    0.2% of the 13F portfolio, value $4,436,274.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 66,074 shares
    Change vs previous 13F +13,907 shares

    0.2% of the 13F portfolio, value $4,185,812.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 52,167 shares
    Change vs previous 13F +2,526 shares

    0.17% of the 13F portfolio, value $3,156,613.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 49,641 shares
    Change vs previous 13F -6,456 shares

    0.17% of the 13F portfolio, value $2,909,944.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 56,097 shares
    Change vs previous 13F +5,614 shares

    0.16% of the 13F portfolio, value $3,035,948.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 50,483 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,548,403.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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