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Disclosery

GRAYBILL WEALTH MANAGEMENT, LTD.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAYBILL WEALTH MANAGEMENT, LTD. on WMB, newest first. How the timeline and the estimate are built.

GRAYBILL WEALTH MANAGEMENT, LTD. held 77,497 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,497 shares
    Change vs previous 13F -1,733 shares

    1.55% of the 13F portfolio, value $5,761,131.

    13F-HR 0001252007-26-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 79,230 shares
    Change vs previous 13F -1,406 shares

    1.76% of the 13F portfolio, value $5,766,336.

    13F-HR 0001252007-26-000002 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 80,636 shares
    Change vs previous 13F -98 shares

    1.43% of the 13F portfolio, value $4,847,047.

    13F-HR 0001252007-26-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 80,734 shares
    Change vs previous 13F -24,240 shares

    1.57% of the 13F portfolio, value $5,114,487.

    13F-HR 0001252007-25-000008 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 104,974 shares
    Change vs previous 13F -38,199 shares

    2.15% of the 13F portfolio, value $6,593,441.

    13F-HR 0001252007-25-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 143,173 shares
    Change vs previous 13F -9,788 shares

    2.94% of the 13F portfolio, value $8,556,005.

    13F-HR 0001252007-25-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 152,961 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $6,982,668.

    13F-HR 0001252007-24-000005 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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