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LAFFER TENGLER INVESTMENTS, INC.: WMB position timeline

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

LAFFER TENGLER INVESTMENTS, INC. held 107,897 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,897 shares
    Change vs previous 13F +3,048 shares

    1.03% of the 13F portfolio, value $8,021,063.

    13F-HR 0001172661-26-002716 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 104,849 shares
    Change vs previous 13F +20,801 shares

    1.13% of the 13F portfolio, value $7,630,910.

    13F-HR 0001172661-26-001771 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 84,048 shares
    Change vs previous 13F +8,388 shares

    0.78% of the 13F portfolio, value $5,052,125.

    13F-HR 0001172661-26-000684 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 75,660 shares
    Change vs previous 13F +12,473 shares

    0.76% of the 13F portfolio, value $4,793,061.

    13F-HR 0001172661-25-004718 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 63,187 shares
    Change vs previous 13F -10,779 shares

    0.72% of the 13F portfolio, value $3,968,775.

    13F-HR 0001172661-25-002953 filed by LAFFER TENGLER INVESTMENTS, INC.
    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 73,966 shares
    Change vs previous 13F +73,966 shares

    0.97% of the 13F portfolio, value $4,420,208.

    13F-HR 0001172661-25-001805 filed by LAFFER TENGLER INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-24-004456 filed by LAFFER TENGLER INVESTMENTS, INC.
    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.