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FORTE CAPITAL LLC /ADV: WMB position timeline

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

FORTE CAPITAL LLC /ADV held 56,020 WMB shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 56,020 shares
    Change vs previous 13F -155 shares

    0.38% of the 13F portfolio, value $3,518,603.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 56,175 shares
    Change vs previous 13F -14,041 shares

    0.4% of the 13F portfolio, value $3,357,015.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 70,216 shares
    Change vs previous 13F -859 shares

    0.43% of the 13F portfolio, value $3,800,084.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 71,075 shares
    Change vs previous 13F -597 shares

    0.37% of the 13F portfolio, value $3,244,580.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 71,672 shares
    Change vs previous 13F -8,219 shares

    0.37% of the 13F portfolio, value $3,046,048.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 79,891 shares
    Change vs previous 13F +1,869 shares

    0.39% of the 13F portfolio, value $3,113,365.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 78,022 shares
    Change vs previous 13F -8,141 shares

    0.37% of the 13F portfolio, value $2,717,492.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 86,163 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,902,817.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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