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Disclosery

Lee Financial Co: WMB position timeline

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

Lee Financial Co held 22,883 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,883 shares
    Change vs previous 13F -84 shares

    0.22% of the 13F portfolio, value $1,701,123.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 22,967 shares
    Change vs previous 13F +14,358 shares

    0.24% of the 13F portfolio, value $1,671,540.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 8,609 shares
    Change vs previous 13F -8,977 shares

    0.07% of the 13F portfolio, value $517,488.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 17,586 shares
    Change vs previous 13F +8,910 shares

    0.14% of the 13F portfolio, value $1,114,074.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 8,676 shares
    Change vs previous 13F +1,008 shares

    0.08% of the 13F portfolio, value $544,941.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 7,668 shares
    Change vs previous 13F -3,051 shares

    0.07% of the 13F portfolio, value $458,240.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 10,719 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $580,113.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 10,719 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $489,323.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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