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Disclosery

Lummis Asset Management, LP: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lummis Asset Management, LP on WMB, newest first. How the timeline and the estimate are built.

Lummis Asset Management, LP held 13,468 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,468 shares
    Change vs previous 13F -550 shares

    0.6% of the 13F portfolio, value $998,947.

    13F-HR 0002011652-26-000003 filed by Lummis Asset Management, LP
    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 14,018 shares
    Change vs previous 13F -1,078 shares

    0.61% of the 13F portfolio, value $1,022,559.

    13F-HR 0002011652-26-000002 filed by Lummis Asset Management, LP
    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 15,096 shares
    Change vs previous 13F -65 shares

    0.56% of the 13F portfolio, value $907,420.

    13F-HR 0002011652-26-000001 filed by Lummis Asset Management, LP
    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 15,161 shares
    Change vs previous 13F +40 shares

    0.63% of the 13F portfolio, value $960,449.

    13F-HR 0002011652-25-000006 filed by Lummis Asset Management, LP
    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 15,121 shares
    Change vs previous 13F -44 shares

    0.62% of the 13F portfolio, value $946,921.

    13F-HR 0002011652-25-000004 filed by Lummis Asset Management, LP
    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 15,165 shares
    Change vs previous 13F +1,032 shares

    0.63% of the 13F portfolio, value $905,576.

    13F-HR 0002011652-25-000002 filed by Lummis Asset Management, LP
    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 14,133 shares
    Change vs previous 13F -495 shares

    0.97% of the 13F portfolio, value $764,878.

    13F-HR 0002011652-25-000001 filed by Lummis Asset Management, LP
    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 14,628 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $667,768.

    13F-HR 0002011652-24-000004 filed by Lummis Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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