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DRIVE WEALTH MANAGEMENT, LLC: WMB position timeline

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

DRIVE WEALTH MANAGEMENT, LLC held 4,303 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,303 shares
    Change vs previous 13F +310 shares

    0.06% of the 13F portfolio, value $319,860.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, 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 3,993 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $290,627.

    13F-HR 0001754960-26-000239 filed by DRIVE WEALTH MANAGEMENT, 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 3,896 shares
    Change vs previous 13F +63 shares

    0.05% of the 13F portfolio, value $234,150.

    13F-HR 0001754960-26-000152 filed by DRIVE WEALTH MANAGEMENT, 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 3,833 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $242,808.

    13F-HR 0001754960-25-000737 filed by DRIVE WEALTH MANAGEMENT, 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 3,806 shares
    Change vs previous 13F +77 shares

    0.05% of the 13F portfolio, value $239,065.

    13F-HR 0001754960-25-000500 filed by DRIVE WEALTH MANAGEMENT, 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 3,729 shares
    Change vs previous 13F -91 shares

    0.05% of the 13F portfolio, value $222,892.

    13F-HR 0001754960-25-000281 filed by DRIVE WEALTH MANAGEMENT, 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 3,820 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $206,715.

    13F-HR 0001754960-25-000055 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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