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Disclosery

Horan Securities, Inc.: WMB position timeline

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

Horan Securities, Inc. held 6,573 WMB shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,573 shares
    Change vs previous 13F +471 shares

    0.15% of the 13F portfolio, value $412,861.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 6,102 shares
    Change vs previous 13F -5,012 shares

    0.14% of the 13F portfolio, value $364,629.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 11,114 shares
    Change vs previous 13F -885 shares

    0.23% of the 13F portfolio, value $601,473.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,999 shares
    Change vs previous 13F -388 shares

    0.21% of the 13F portfolio, value $547,745.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 12,387 shares
    Change vs previous 13F +6 shares

    0.23% of the 13F portfolio, value $526,435.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 12,381 shares
    Change vs previous 13F +389 shares

    0.23% of the 13F portfolio, value $482,501.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 11,992 shares
    Change vs previous 13F +239 shares

    0.21% of the 13F portfolio, value $417,687.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,753 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $395,946.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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