Skip to content
Disclosery

INVESTED ADVISORS: WMB position timeline

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

INVESTED ADVISORS held 3,051 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,051 shares
    Change vs previous 13F +289 shares

    0.2% of the 13F portfolio, value $226,811.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 2,762 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $201,018.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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