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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

  1. period ended2026-06-30
    13F 2,219,798 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 2,148,544 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,092,825 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 2,342,446 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 2,261,969 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 2,102,988 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 2,138,410 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 2,464,154 shares
    Change 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), ingested

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