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Disclosery

J. W. Coons Advisors, LLC: WMB position timeline

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

J. W. Coons Advisors, LLC held 18,585 WMB shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,585 shares
    Change vs previous 13F +6,877 shares

    0.26% of the 13F portfolio, value $1,167,324.

    13F-HR 0001765380-25-000287 filed by J. W. Coons Advisors, LLC
    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 11,708 shares
    Change vs previous 13F +6,753 shares

    0.18% of the 13F portfolio, value $699,671.

    13F-HR 0001765380-25-000170 filed by J. W. Coons Advisors, LLC
    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 4,955 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $268,165.

    13F-HR 0001765380-25-000034 filed by J. W. Coons Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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