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Diligent Investors, LLC: WMB position timeline

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

Diligent Investors, LLC held 20,755 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 20,755 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $1,542,902.

    13F-HR 0001549042-26-000003 filed by Diligent Investors, 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 20,752 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $1,510,366.

    13F-HR 0001549042-26-000002 filed by Diligent Investors, 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 20,750 shares
    Change vs previous 13F +202 shares

    0.31% of the 13F portfolio, value $1,247,299.

    13F-HR 0001549042-26-000001 filed by Diligent Investors, 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 20,548 shares
    Change vs previous 13F +613 shares

    0.33% of the 13F portfolio, value $1,301,697.

    13F-HR 0001549042-25-000002 filed by Diligent Investors, 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 19,935 shares
    Change vs previous 13F +552 shares

    0.3% of the 13F portfolio, value $1,252,136.

    13F-HR 0001085146-25-004025 filed by Diligent Investors, 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 19,383 shares
    Change vs previous 13F -1,009 shares

    0.28% of the 13F portfolio, value $1,158,322.

    13F-HR 0001085146-25-002036 filed by Diligent Investors, 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 20,392 shares
    Change vs previous 13F +1,103 shares

    0.25% of the 13F portfolio, value $1,103,596.

    13F-HR 0001085146-25-001488 filed by Diligent Investors, 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 19,289 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $880,543.

    13F-HR 0001085146-24-005295 filed by Diligent Investors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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