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Disclosery

M.D. Sass, LLC: WMB position timeline

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

M.D. Sass, LLC held 1,087,582 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 1,087,582 shares
    Change vs previous 13F -86,338 shares

    5.35% of the 13F portfolio, value $80,850,834.

    13F-HR 0001172661-26-003181 filed by M.D. Sass, 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 1,173,920 shares
    Change vs previous 13F -165,714 shares

    6.48% of the 13F portfolio, value $85,437,917.

    13F-HR 0001172661-26-001945 filed by M.D. Sass, 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 1,339,634 shares
    Change vs previous 13F +146,734 shares

    6.35% of the 13F portfolio, value $80,525,371.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, 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 1,192,900 shares
    Change vs previous 13F +168,067 shares

    6.17% of the 13F portfolio, value $75,570,223.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, 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 1,024,833 shares
    Change vs previous 13F +44,441 shares

    5.18% of the 13F portfolio, value $64,369,755.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, 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 980,392 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $58,588,254.

    13F-HR 0001172661-25-001624 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

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