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Disclosery

HORAN Wealth, LLC: WMB position timeline

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

HORAN Wealth, LLC held 97,953 WMB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 97,953 shares
    Change vs previous 13F -96,465 shares

    0.91% of the 13F portfolio, value $7,281,829.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, LLC
    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 194,418 shares
    Change vs previous 13F +97,625 shares

    1.33% of the 13F portfolio, value $13,978,448.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, LLC
    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 96,793 shares
    Change vs previous 13F +580 shares

    0.89% of the 13F portfolio, value $5,818,221.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 96,213 shares
    Change vs previous 13F +4,086 shares

    0.96% of the 13F portfolio, value $6,095,103.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 92,127 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $5,786,491.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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