JANICZEK WEALTH MANAGEMENT, LLC: WMB position timeline

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

JANICZEK WEALTH MANAGEMENT, LLC held 6,778 WMB shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

period ended2024-06-30
13F 6,778 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $288,065.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 6,778 shares
Change vs previous 13F +1 shares
0.06% of the 13F portfolio, value $264,139.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 6,777 shares
Change vs previous 13F +9 shares
0.06% of the 13F portfolio, value $236,043.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 6,768 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $228,014.
13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 6,768 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $220,840.
13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 6,768 shares
Change vs previous 13F -164 shares
0.06% of the 13F portfolio, value $205,680.
13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 6,932 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $228,479.
13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 6,932 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $203,000.
13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).