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First Trust Investment Solutions L.P.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Investment Solutions L.P. on WMB, newest first. How the timeline and the estimate are built.

First Trust Investment Solutions L.P. held 22,413 WMB shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 22,413 shares
    Change vs previous 13F +4,257 shares

    0.12% of the 13F portfolio, value $1,023,153.

    13F-HR 0001765380-24-000452 filed by First Trust Investment Solutions L.P.
    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 18,156 shares
    Change vs previous 13F -911 shares

    0.11% of the 13F portfolio, value $771,630.

    13F-HR 0001765380-24-000338 filed by First Trust Investment Solutions L.P.
    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 19,067 shares
    Change vs previous 13F -4,639 shares

    0.13% of the 13F portfolio, value $743,041.

    13F-HR 0001765380-24-000217 filed by First Trust Investment Solutions L.P.
    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 23,706 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $825,680.

    13F-HR 0001765380-24-000110 filed by First Trust Investment Solutions L.P.
    Filed (acceptance time not in the bulk data set), ingested

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