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FinTrust Capital Advisors, LLC: WMB position timeline

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

FinTrust Capital Advisors, LLC held 5,112 WMB shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,112 shares
    Change vs previous 13F -1,365 shares

    0.04% of the 13F portfolio, value $233,363.

    13F-HR 0001104659-24-107966 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 6,477 shares
    Change vs previous 13F -781 shares

    0.05% of the 13F portfolio, value $275,273.

    13F-HR 0001104659-24-082123 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 7,258 shares
    Change vs previous 13F -2,403 shares

    0.05% of the 13F portfolio, value $282,845.

    13F-HR 0001104659-24-056078 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 9,661 shares
    Change vs previous 13F -24,431 shares

    0.07% of the 13F portfolio, value $336,493.

    13F-HR 0001104659-24-017192 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 34,092 shares
    Change vs previous 13F -45,385 shares

    0.26% of the 13F portfolio, value $1,148,560.

    13F-HR 0001104659-23-111012 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 79,477 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,614,795.

    13F-HR 0001104659-23-083815 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 79,477 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $2,614,795.

    13F-HR 0001104659-23-046571 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 79,477 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,614,795.

    13F-HR 0001104659-23-021512 filed by FinTrust Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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