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Disclosery

Heronetta Management, L.P.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heronetta Management, L.P. on WMB, newest first. How the timeline and the estimate are built.

Heronetta Management, L.P. held 251,402 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,402 shares
    Change vs previous 13F 0 shares

    17.16% of the 13F portfolio, value $18,689,225.

    13F-HR 0000922423-26-000018 filed by Heronetta Management, L.P.
    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 251,402 shares
    Change vs previous 13F +1,250 shares

    16.7% of the 13F portfolio, value $18,297,038.

    13F-HR 0000922423-26-000014 filed by Heronetta Management, L.P.
    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 250,152 shares
    Change vs previous 13F -26,125 shares

    8.69% of the 13F portfolio, value $15,036,637.

    13F-HR 0000922423-26-000012 filed by Heronetta Management, L.P.
    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 276,277 shares
    Change vs previous 13F 0 shares

    9.58% of the 13F portfolio, value $17,502,148.

    13F-HR 0000922423-25-000048 filed by Heronetta Management, L.P.
    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 276,277 shares
    Change vs previous 13F 0 shares

    9.67% of the 13F portfolio, value $17,352,958.

    13F-HR 0001140361-25-028999 filed by Heronetta Management, L.P.
    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 276,277 shares
    Change vs previous 13F -1,100 shares

    9.02% of the 13F portfolio, value $16,510,314.

    13F-HR 0000922423-25-000035 filed by Heronetta Management, L.P.
    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 277,377 shares
    Change vs previous 13F 0 shares

    8.58% of the 13F portfolio, value $15,011,643.

    13F-HR 0000922423-25-000016 filed by Heronetta Management, L.P.
    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 277,377 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $12,662,260.

    13F-HR 0000922423-24-000071 filed by Heronetta Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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