LPL Financial LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on WMB, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 2,219,798 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,219,798 sharesChange vs previous 13F +71,254 shares
0.04% of the 13F portfolio, value $165,019,741.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,148,544 sharesChange vs previous 13F +55,719 shares
0.04% of the 13F portfolio, value $156,370,999.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,092,825 sharesChange vs previous 13F -249,621 shares
0.03% of the 13F portfolio, value $125,799,666.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,342,446 sharesChange vs previous 13F +80,477 shares
0.04% of the 13F portfolio, value $148,393,969.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,261,969 sharesChange vs previous 13F +158,981 shares
0.05% of the 13F portfolio, value $142,074,276.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,102,988 sharesChange vs previous 13F -35,422 shares
0.05% of the 13F portfolio, value $125,674,529.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,138,410 sharesChange vs previous 13F -325,744 shares
0.05% of the 13F portfolio, value $115,730,785.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,464,154 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $112,488,615.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).