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Disclosery

MAI Capital Management: WMB position timeline

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

MAI Capital Management held 257,009 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,009 shares
    Change vs previous 13F +26,377 shares

    0.07% of the 13F portfolio, value $19,106,092.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 230,632 shares
    Change vs previous 13F +172,743 shares

    0.1% of the 13F portfolio, value $16,785,428.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 57,889 shares
    Change vs previous 13F +724 shares

    0.02% of the 13F portfolio, value $3,479,683.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 57,165 shares
    Change vs previous 13F +13,691 shares

    0.02% of the 13F portfolio, value $3,621,374.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 43,474 shares
    Change vs previous 13F +2,400 shares

    0.02% of the 13F portfolio, value $2,730,579.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 41,074 shares
    Change vs previous 13F +578 shares

    0.02% of the 13F portfolio, value $2,454,596.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 40,496 shares
    Change vs previous 13F +3,948 shares

    0.02% of the 13F portfolio, value $2,191,648.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 36,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,668,429.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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