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FOUNDERS FINANCIAL SECURITIES LLC: WMB position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 67,737 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,737 shares
    Change vs previous 13F +649 shares

    0.26% of the 13F portfolio, value $5,035,569.

    13F-HR 0001062993-26-003942 filed by FOUNDERS FINANCIAL SECURITIES 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/A 67,088 shares
    Change vs previous 13F +6,849 shares

    0.28% of the 13F portfolio, value $4,885,348.

    13F-HR/A 0001062993-26-002032 filed by FOUNDERS FINANCIAL SECURITIES 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 60,239 shares
    Change vs previous 13F +11,570 shares

    0.21% of the 13F portfolio, value $3,620,966.

    13F-HR 0001062993-26-000731 filed by FOUNDERS FINANCIAL SECURITIES 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 48,669 shares
    Change vs previous 13F +5,028 shares

    0.21% of the 13F portfolio, value $3,083,181.

    13F-HR 0001062993-25-016074 filed by FOUNDERS FINANCIAL SECURITIES 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 43,641 shares
    Change vs previous 13F +1,561 shares

    0.21% of the 13F portfolio, value $2,741,091.

    13F-HR 0001062993-25-013688 filed by FOUNDERS FINANCIAL SECURITIES 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 42,080 shares
    Change vs previous 13F -4,473 shares

    0.21% of the 13F portfolio, value $2,510,493.

    13F-HR 0001062993-25-009067 filed by FOUNDERS FINANCIAL SECURITIES 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 46,553 shares
    Change vs previous 13F -10,143 shares

    0.23% of the 13F portfolio, value $2,519,448.

    13F-HR 0001062993-25-001925 filed by FOUNDERS FINANCIAL SECURITIES 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 56,696 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,588,172.

    13F-HR 0001062993-24-018843 filed by FOUNDERS FINANCIAL SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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