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Disclosery

Great Diamond Partners, LLC: WMB position timeline

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

Great Diamond Partners, LLC held 36,051 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,051 shares
    Change vs previous 13F +349 shares

    0.46% of the 13F portfolio, value $2,680,075.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, 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 35,702 shares
    Change vs previous 13F +832 shares

    0.5% of the 13F portfolio, value $2,598,392.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, 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 34,870 shares
    Change vs previous 13F +150 shares

    0.4% of the 13F portfolio, value $2,096,036.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, 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 34,720 shares
    Change vs previous 13F +1,888 shares

    0.43% of the 13F portfolio, value $2,199,512.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, 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 32,832 shares
    Change vs previous 13F +16,730 shares

    0.44% of the 13F portfolio, value $2,062,178.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, 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 16,102 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $962,256.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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