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Disclosery

Heritage Wealth Advisors: WMB position timeline

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

Heritage Wealth Advisors held 318,516 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 318,516 shares
    Change vs previous 13F -1,424 shares

    0.81% of the 13F portfolio, value $23,678,464.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 319,940 shares
    Change vs previous 13F -116,358 shares

    0.91% of the 13F portfolio, value $23,285,260.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 436,298 shares
    Change vs previous 13F +1,215 shares

    1% of the 13F portfolio, value $26,225,870.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 435,083 shares
    Change vs previous 13F +8,574 shares

    1.21% of the 13F portfolio, value $27,562,527.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 426,509 shares
    Change vs previous 13F -2,985 shares

    1.27% of the 13F portfolio, value $26,789,035.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 429,494 shares
    Change vs previous 13F +21,063 shares

    1.3% of the 13F portfolio, value $25,666,573.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 408,431 shares
    Change vs previous 13F -73,521 shares

    1.1% of the 13F portfolio, value $22,104,305.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 481,952 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $22,001,124.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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