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Disclosery

HERBST GROUP, LLC: WMB position timeline

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

HERBST GROUP, LLC held 25,400 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,400 shares
    Change vs previous 13F +100 shares

    1.03% of the 13F portfolio, value $1,888,236.

    13F-HR 0001951757-26-000974 filed by HERBST GROUP, 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 25,300 shares
    Change vs previous 13F -300 shares

    1.14% of the 13F portfolio, value $1,841,334.

    13F-HR 0001951757-26-000559 filed by HERBST GROUP, 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 25,600 shares
    Change vs previous 13F -5,450 shares

    0.91% of the 13F portfolio, value $1,538,816.

    13F-HR 0001951757-26-000173 filed by HERBST GROUP, 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 31,050 shares
    Change vs previous 13F -5,600 shares

    1.22% of the 13F portfolio, value $1,967,018.

    13F-HR 0001951757-25-001437 filed by HERBST GROUP, 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 36,650 shares
    Change vs previous 13F -450 shares

    1.38% of the 13F portfolio, value $2,301,986.

    13F-HR 0001951757-25-000832 filed by HERBST GROUP, 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 37,100 shares
    Change vs previous 13F -1,400 shares

    1.57% of the 13F portfolio, value $2,217,096.

    13F-HR 0001951757-25-000292 filed by HERBST GROUP, 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 38,500 shares
    Change vs previous 13F -7,000 shares

    1.3% of the 13F portfolio, value $2,083,620.

    13F-HR 0001951757-25-000041 filed by HERBST GROUP, 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 45,500 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,077,075.

    13F-HR 0001951757-24-000985 filed by HERBST GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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