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Disclosery

Curi Capital, LLC: WMB position timeline

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

Curi Capital, LLC held 52,150 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 52,150 shares
    Change vs previous 13F +4,467 shares

    0.06% of the 13F portfolio, value $3,876,828.

    13F-HR 0001172661-26-003671 filed by Curi 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 47,683 shares
    Change vs previous 13F +9,395 shares

    0.06% of the 13F portfolio, value $3,470,397.

    13F-HR 0001172661-26-002229 filed by Curi 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 38,288 shares
    Change vs previous 13F +11,869 shares

    0.04% of the 13F portfolio, value $2,301,498.

    13F-HR 0001172661-26-000968 filed by Curi 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 26,419 shares
    Change vs previous 13F +1,833 shares

    0.03% of the 13F portfolio, value $1,673,675.

    13F-HR 0001172661-25-004750 filed by Curi 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 24,586 shares
    Change vs previous 13F +18,096 shares

    0.03% of the 13F portfolio, value $1,544,252.

    13F-HR 0001172661-25-003361 filed by Curi 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 6,490 shares
    Change vs previous 13F -7,386 shares

    0.01% of the 13F portfolio, value $387,857.

    13F-HR 0001172661-25-002290 filed by Curi 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 13,876 shares
    Change vs previous 13F -450 shares

    0.02% of the 13F portfolio, value $750,969.

    13F-HR 0001172661-25-000749 filed by Curi 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 14,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $653,982.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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