Skip to content

Investors Capital Advisory Services: WMB position timeline

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

Investors Capital Advisory Services held 0 WMB shares at 2016-06-30 per its 13F-HR filed 2016-08-02.

the latest 13F is the newest step

  1. period ended2016-06-30
    13F 0 shares
    Change vs previous 13F -14,085 shares

    13F-HR 0001427271-16-000007 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2016-03-31
    13F 14,085 shares
    Change vs previous 13F +5,799 shares

    0.04% of the 13F portfolio, value $226,000.

    13F-HR 0001427271-16-000006 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-12-31
    13F 8,286 shares
    Change vs previous 13F -2,460 shares

    0.04% of the 13F portfolio, value $211,000.

    13F-HR 0001427271-16-000005 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2015-09-30
    13F 10,746 shares
    Change vs previous 13F +1,905 shares

    0.08% of the 13F portfolio, value $395,000.

    13F-HR 0001427271-15-000004 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-06-30
    13F 8,841 shares
    Change vs previous 13F -14,136 shares

    0.09% of the 13F portfolio, value $506,000.

    13F-HR 0001427271-15-000003 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-03-31
    13F 22,977 shares
    Change vs previous 13F +2,060 shares

    0.22% of the 13F portfolio, value $1,160,000.

    13F-HR 0001427271-15-000002 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2014-12-31
    13F 20,917 shares
    Change vs previous 13F -1,137 shares

    0.18% of the 13F portfolio, value $939,000.

    13F-HR 0001427271-15-000001 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2014-09-30
    13F 22,054 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,219,000.

    13F-HR 0001427271-14-000005 filed by Investors Capital Advisory Services
    Filed (acceptance time not in the bulk data set), ingested

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