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CX Institutional: WMB position timeline

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

CX Institutional held 11,098 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,098 shares
    Change vs previous 13F +389 shares

    0.02% of the 13F portfolio, value $754,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,709 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $796,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 10,509 shares
    Change vs previous 13F +563 shares

    0.02% of the 13F portfolio, value $765,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 9,946 shares
    Change vs previous 13F +382 shares

    0.02% of the 13F portfolio, value $598,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 9,564 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $606,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 9,561 shares
    Change vs previous 13F +558 shares

    0.02% of the 13F portfolio, value $601,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 9,003 shares
    Change vs previous 13F +506 shares

    0.02% of the 13F portfolio, value $538,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 8,497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $459,885.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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