Skip to content
Disclosery

LAKE STREET ADVISORS GROUP, LLC: WMB position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 105,083 WMB shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 105,083 shares
    Change vs previous 13F +69,912 shares

    0.26% of the 13F portfolio, value $5,687,095.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 35,171 shares
    Change vs previous 13F -70,442 shares

    0.07% of the 13F portfolio, value $1,605,559.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 105,613 shares
    Change vs previous 13F -913 shares

    0.22% of the 13F portfolio, value $4,488,555.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 106,526 shares
    Change vs previous 13F +194 shares

    0.19% of the 13F portfolio, value $4,151,321.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 106,332 shares
    Change vs previous 13F -196 shares

    0.19% of the 13F portfolio, value $3,703,560.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 106,528 shares
    Change vs previous 13F -3,372 shares

    0.21% of the 13F portfolio, value $3,589,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 109,900 shares
    Change vs previous 13F +231 shares

    0.2% of the 13F portfolio, value $3,586,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 109,669 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,275,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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