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DFPG INVESTMENTS, LLC: WMB position timeline

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

DFPG INVESTMENTS, LLC held 33,927 WMB shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 33,927 shares
    Change vs previous 13F -677 shares

    0.1% of the 13F portfolio, value $1,231,874.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 34,604 shares
    Change vs previous 13F -1,233 shares

    0.11% of the 13F portfolio, value $1,205,596.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 35,837 shares
    Change vs previous 13F +254 shares

    0.11% of the 13F portfolio, value $1,194,100.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 35,583 shares
    Change vs previous 13F +2,461 shares

    0.11% of the 13F portfolio, value $1,062,512.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 33,122 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,074,152.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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