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Harvest Investment Advisors, LLC: WMB position timeline

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

Harvest Investment Advisors, LLC held 37,317 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,317 shares
    Change vs previous 13F +320 shares

    1.39% of the 13F portfolio, value $2,809,559.

    13F-HR 0001967261-26-000002 filed by Harvest Investment 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 36,997 shares
    Change vs previous 13F -1,363 shares

    1.5% of the 13F portfolio, value $2,692,557.

    13F-HR 0001967261-26-000003 filed by Harvest Investment 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 38,360 shares
    Change vs previous 13F -100 shares

    1.31% of the 13F portfolio, value $2,305,840.

    13F-HR 0001967261-26-000001 filed by Harvest Investment 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 38,460 shares
    Change vs previous 13F +1,840 shares

    1.43% of the 13F portfolio, value $2,436,462.

    13F-HR 0001967261-26-000004 filed by Harvest Investment 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 36,620 shares
    Change vs previous 13F -540 shares

    1.48% of the 13F portfolio, value $2,300,074.

    13F-HR 0001967261-25-000004 filed by Harvest Investment 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 37,160 shares
    Change vs previous 13F -236 shares

    1.6% of the 13F portfolio, value $2,220,502.

    13F-HR 0001967261-25-000002 filed by Harvest Investment 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 37,396 shares
    Change vs previous 13F -905 shares

    1.4% of the 13F portfolio, value $2,023,890.

    13F-HR 0001967261-25-000001 filed by Harvest Investment 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 38,301 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,748,456.

    13F-HR 0001967261-24-000004 filed by Harvest Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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