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Larson Financial Group LLC: WMB position timeline

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

Larson Financial Group LLC held 117,204 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,204 shares
    Change vs previous 13F +1,862 shares

    0.23% of the 13F portfolio, value $8,712,914.

    13F-HR 0001104659-26-096672 filed by Larson Financial 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 ended2026-03-31
    13F 115,342 shares
    Change vs previous 13F +2,647 shares

    0.27% of the 13F portfolio, value $8,394,565.

    13F-HR 0001104659-26-061944 filed by Larson Financial 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 ended2025-12-31
    13F 112,695 shares
    Change vs previous 13F -916 shares

    0.23% of the 13F portfolio, value $6,774,114.

    13F-HR 0001104659-26-011251 filed by Larson Financial 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 ended2025-09-30
    13F 113,611 shares
    Change vs previous 13F +4,291 shares

    0.25% of the 13F portfolio, value $7,197,250.

    13F-HR 0001104659-25-112247 filed by Larson Financial 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 ended2025-06-30
    13F 109,320 shares
    Change vs previous 13F +3,898 shares

    0.28% of the 13F portfolio, value $6,866,417.

    13F-HR 0001104659-25-075565 filed by Larson Financial 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 ended2025-03-31
    13F 105,422 shares
    Change vs previous 13F +2,045 shares

    0.3% of the 13F portfolio, value $6,300,036.

    13F-HR 0001104659-25-043932 filed by Larson Financial 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 ended2024-12-31
    13F 103,377 shares
    Change vs previous 13F +42,751 shares

    0.29% of the 13F portfolio, value $5,594,788.

    13F-HR 0001104659-25-010344 filed by Larson Financial 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 ended2024-09-30
    13F 60,626 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,767,564.

    13F-HR 0001104659-24-116889 filed by Larson Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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