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Disclosery

GoalVest Advisory LLC: WMB position timeline

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

GoalVest Advisory LLC held 31,330 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 31,330 shares
    Change vs previous 13F +5,484 shares

    0.37% of the 13F portfolio, value $2,129,485.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,846 shares
    Change vs previous 13F -974 shares

    0.36% of the 13F portfolio, value $1,921,392.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,820 shares
    Change vs previous 13F -4,288 shares

    0.38% of the 13F portfolio, value $1,951,960.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,108 shares
    Change vs previous 13F -3,403 shares

    0.36% of the 13F portfolio, value $1,869,902.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 34,511 shares
    Change vs previous 13F +1,883 shares

    0.46% of the 13F portfolio, value $2,186,272.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,628 shares
    Change vs previous 13F +681 shares

    0.51% of the 13F portfolio, value $2,049,365.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 31,947 shares
    Change vs previous 13F +1,542 shares

    0.52% of the 13F portfolio, value $1,909,153.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 30,405 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,645,519.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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