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Disclosery

Holistic Financial Partners: WMB position timeline

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

Holistic Financial Partners held 5,162 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,162 shares
    Change vs previous 13F -1,294 shares

    0.23% of the 13F portfolio, value $383,744.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 6,456 shares
    Change vs previous 13F -15 shares

    0.17% of the 13F portfolio, value $469,868.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 6,471 shares
    Change vs previous 13F +357 shares

    0.14% of the 13F portfolio, value $388,972.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 6,114 shares
    Change vs previous 13F -42 shares

    0.16% of the 13F portfolio, value $387,322.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 6,156 shares
    Change vs previous 13F +727 shares

    0.17% of the 13F portfolio, value $386,659.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 5,429 shares
    Change vs previous 13F -1,420 shares

    0.16% of the 13F portfolio, value $324,438.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 6,849 shares
    Change vs previous 13F -1,356 shares

    0.18% of the 13F portfolio, value $370,668.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 8,205 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $374,559.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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