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HF Advisory Group, LLC: WMB position timeline

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

HF Advisory Group, LLC held 11,116 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,116 shares
    Change vs previous 13F -72 shares

    0.23% of the 13F portfolio, value $755,539.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,188 shares
    Change vs previous 13F -1,126 shares

    0.26% of the 13F portfolio, value $831,714.

    13F-HR 0002085853-26-000665 filed by HF Advisory 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 ended2026-03-31
    13F 12,314 shares
    Change vs previous 13F -64 shares

    0.31% of the 13F portfolio, value $896,197.

    13F-HR 0002085853-26-000446 filed by HF Advisory 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 ended2025-12-31
    13F/A 12,378 shares
    Change vs previous 13F -45 shares

    0.26% of the 13F portfolio, value $744,068.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory 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 ended2025-09-30
    13F 12,423 shares
    Change vs previous 13F +487 shares

    0.29% of the 13F portfolio, value $786,991.

    13F-HR 0002085853-25-000012 filed by HF Advisory 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 ended2025-06-30
    13F 11,936 shares
    Change vs previous 13F -969 shares

    0.3% of the 13F portfolio, value $749,750.

    13F-HR 0001667731-25-000772 filed by HF Advisory 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 ended2025-03-31
    13F 12,905 shares
    Change vs previous 13F -1,124 shares

    0.34% of the 13F portfolio, value $771,184.

    13F-HR 0001667731-25-000411 filed by HF Advisory 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 ended2024-12-31
    13F 14,029 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $759,246.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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