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Foundations Investment Advisors, LLC: WMB position timeline

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

Foundations Investment Advisors, LLC held 386,930 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 386,930 shares
    Change vs previous 13F +38,461 shares

    0.3% of the 13F portfolio, value $28,764,383.

    13F-HR 0001743404-26-000008 filed by Foundations Investment 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 ended2026-03-31
    13F 348,469 shares
    Change vs previous 13F +36,225 shares

    0.31% of the 13F portfolio, value $25,361,577.

    13F-HR 0001743404-26-000005 filed by Foundations Investment 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 ended2025-12-31
    13F 312,244 shares
    Change vs previous 13F +40,942 shares

    0.25% of the 13F portfolio, value $18,768,996.

    13F-HR 0001085146-26-000181 filed by Foundations Investment 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 ended2025-09-30
    13F 271,302 shares
    Change vs previous 13F +22,835 shares

    0.25% of the 13F portfolio, value $17,186,997.

    13F-HR 0001743404-25-000008 filed by Foundations Investment 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 ended2025-06-30
    13F 248,467 shares
    Change vs previous 13F +49,560 shares

    0.25% of the 13F portfolio, value $15,606,205.

    13F-HR 0001085146-25-004733 filed by Foundations Investment 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 ended2025-03-31
    13F 198,907 shares
    Change vs previous 13F +36,108 shares

    0.22% of the 13F portfolio, value $11,886,655.

    13F-HR 0001085146-25-002684 filed by Foundations Investment 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 ended2024-12-31
    13F 162,799 shares
    Change vs previous 13F +19,782 shares

    0.17% of the 13F portfolio, value $8,810,672.

    13F-HR 0001085146-25-000406 filed by Foundations Investment 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 ended2024-09-30
    13F 143,017 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,528,706.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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