Hilton Capital Management, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hilton Capital Management, LLC on WMB, newest first. How the timeline and the estimate are built.
Hilton Capital Management, LLC held 87,019 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 87,019 sharesChange vs previous 13F -49,679 shares
0.44% of the 13F portfolio, value $6,469,018.
13F-HR 0001172661-26-003054 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 136,698 sharesChange vs previous 13F +1,474 shares
0.75% of the 13F portfolio, value $9,948,961.
13F-HR 0001172661-26-001990 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 135,224 sharesChange vs previous 13F -4,567 shares
0.61% of the 13F portfolio, value $8,128,331.
13F-HR 0001172661-26-000671 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 139,791 sharesChange vs previous 13F -7,778 shares
0.72% of the 13F portfolio, value $8,855,787.
13F-HR 0001172661-25-004728 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 147,569 sharesChange vs previous 13F +37,330 shares
0.74% of the 13F portfolio, value $9,268,818.
13F-HR 0001172661-25-003438 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 110,239 sharesChange vs previous 13F +104,093 shares
0.56% of the 13F portfolio, value $6,587,938.
13F-HR 0001172661-25-001740 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,146 sharesChange vs previous 13F -1 shares
0.03% of the 13F portfolio, value $332,662.
13F-HR 0001172661-25-000595 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,147 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $280,599.
13F-HR 0001839882-24-038450 filed by Hilton Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).