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Disclosery

Disciplined Investments, LLC: WMB position timeline

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

Disciplined Investments, LLC held 7,510 WMB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,510 shares
    Change vs previous 13F -31 shares

    0.18% of the 13F portfolio, value $558,316.

    13F-HR/A 0001951757-26-001158 filed by Disciplined 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 ended2026-03-31
    13F 7,541 shares
    Change vs previous 13F +3,747 shares

    0.2% of the 13F portfolio, value $548,869.

    13F-HR 0001951757-26-000823 filed by Disciplined 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 ended2025-12-31
    13F 3,794 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $228,033.

    13F-HR 0001951757-26-000368 filed by Disciplined 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 ended2025-09-30
    13F 3,799 shares
    Change vs previous 13F +254 shares

    0.1% of the 13F portfolio, value $240,689.

    13F-HR 0001951757-25-001263 filed by Disciplined 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 ended2025-06-30
    13F 3,545 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $222,679.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, 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 3,537 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $211,383.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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