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Disclosery

Ethic Inc.: WMB position timeline

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

Ethic Inc. held 25,040 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,040 shares
    Change vs previous 13F -15,529 shares

    0.02% of the 13F portfolio, value $1,861,451.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 40,569 shares
    Change vs previous 13F +1,525 shares

    0.05% of the 13F portfolio, value $2,952,616.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 39,044 shares
    Change vs previous 13F -273 shares

    0.04% of the 13F portfolio, value $2,346,927.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 39,317 shares
    Change vs previous 13F -21,245 shares

    0.04% of the 13F portfolio, value $2,490,714.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 60,562 shares
    Change vs previous 13F -4,389 shares

    0.07% of the 13F portfolio, value $3,795,444.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 64,951 shares
    Change vs previous 13F +5,312 shares

    0.08% of the 13F portfolio, value $3,934,061.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 59,639 shares
    Change vs previous 13F -7,380 shares

    0.07% of the 13F portfolio, value $3,227,644.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 67,019 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,611,736.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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