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Disclosery

Horizon Investments, LLC: WMB position timeline

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

Horizon Investments, LLC held 229,926 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,926 shares
    Change vs previous 13F -79,369 shares

    0.19% of the 13F portfolio, value $17,092,699.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 309,295 shares
    Change vs previous 13F +118,253 shares

    0.25% of the 13F portfolio, value $22,510,490.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 191,042 shares
    Change vs previous 13F +37,739 shares

    0.15% of the 13F portfolio, value $11,483,535.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 153,303 shares
    Change vs previous 13F +44,736 shares

    0.13% of the 13F portfolio, value $9,711,745.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 108,567 shares
    Change vs previous 13F +40,422 shares

    0.11% of the 13F portfolio, value $6,819,093.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 68,145 shares
    Change vs previous 13F +2,779 shares

    0.12% of the 13F portfolio, value $4,072,345.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, LLC
    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 65,366 shares
    Change vs previous 13F -9,929 shares

    0.1% of the 13F portfolio, value $3,537,608.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 75,295 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,437,217.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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