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Disclosery

D.A. DAVIDSON & CO.: WMB position timeline

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

D.A. DAVIDSON & CO. held 91,295 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,295 shares
    Change vs previous 13F -140 shares

    0.04% of the 13F portfolio, value $6,786,878.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 91,435 shares
    Change vs previous 13F -936 shares

    0.04% of the 13F portfolio, value $6,654,697.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 92,371 shares
    Change vs previous 13F -347 shares

    0.03% of the 13F portfolio, value $5,552,441.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 92,718 shares
    Change vs previous 13F -3,114 shares

    0.04% of the 13F portfolio, value $5,873,699.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 95,832 shares
    Change vs previous 13F -306 shares

    0.04% of the 13F portfolio, value $6,019,268.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 96,138 shares
    Change vs previous 13F +23,268 shares

    0.05% of the 13F portfolio, value $5,745,209.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 72,870 shares
    Change vs previous 13F -4,338 shares

    0.03% of the 13F portfolio, value $3,943,731.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 77,208 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,524,560.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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