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Genesee Capital Advisors, LLC: WMB position timeline

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

Genesee Capital Advisors, LLC held 30,295 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,295 shares
    Change vs previous 13F -2,640 shares

    0.71% of the 13F portfolio, value $2,252,155.

    13F-HR 0001951757-26-001110 filed by Genesee 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 ended2026-03-31
    13F 32,935 shares
    Change vs previous 13F -2,422 shares

    1% of the 13F portfolio, value $2,396,991.

    13F-HR 0001951757-26-000693 filed by Genesee 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 ended2025-12-31
    13F 35,357 shares
    Change vs previous 13F +474 shares

    0.86% of the 13F portfolio, value $2,125,286.

    13F-HR 0001951757-26-000194 filed by Genesee 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 ended2025-09-30
    13F 34,883 shares
    Change vs previous 13F -483 shares

    0.96% of the 13F portfolio, value $2,209,851.

    13F-HR 0001951757-25-001255 filed by Genesee 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 ended2025-06-30
    13F 35,366 shares
    Change vs previous 13F -316 shares

    1% of the 13F portfolio, value $2,221,331.

    13F-HR 0001951757-25-000968 filed by Genesee 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 ended2025-03-31
    13F 35,682 shares
    Change vs previous 13F +785 shares

    1.07% of the 13F portfolio, value $2,132,338.

    13F-HR 0001951757-25-000406 filed by Genesee 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 ended2024-12-31
    13F 34,897 shares
    Change vs previous 13F -464 shares

    0.88% of the 13F portfolio, value $1,888,635.

    13F-HR 0001951757-25-000099 filed by Genesee 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 ended2024-09-30
    13F 35,361 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,614,218.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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