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HENNESSY ADVISORS INC: WMB position timeline

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

HENNESSY ADVISORS INC held 441,321 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 441,321 shares
    Change vs previous 13F -8,961 shares

    1.05% of the 13F portfolio, value $32,807,803.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS INC
    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 450,282 shares
    Change vs previous 13F -42,350 shares

    1.18% of the 13F portfolio, value $32,771,524.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS INC
    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 492,632 shares
    Change vs previous 13F -34,600 shares

    1.05% of the 13F portfolio, value $29,612,110.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS INC
    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 527,232 shares
    Change vs previous 13F +436,000 shares

    1.15% of the 13F portfolio, value $33,400,147.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS INC
    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 91,232 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $5,730,282.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS INC
    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 91,232 shares
    Change vs previous 13F +1,580 shares

    0.18% of the 13F portfolio, value $5,452,024.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS INC
    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 89,652 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $4,851,966.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS INC
    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 89,652 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,092,614.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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