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McBroom & Associates, LLC: WMB position timeline

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

McBroom & Associates, LLC held 19,235 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,235 shares
    Change vs previous 13F +3,612 shares

    0.72% of the 13F portfolio, value $1,429,930.

    13F-HR 0001754960-26-000672 filed by McBroom & Associates, 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 15,623 shares
    Change vs previous 13F +1,502 shares

    0.63% of the 13F portfolio, value $1,137,042.

    13F-HR 0001754960-26-000309 filed by McBroom & Associates, 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 14,121 shares
    Change vs previous 13F +1,684 shares

    0.41% of the 13F portfolio, value $848,813.

    13F-HR 0001754960-26-000090 filed by McBroom & Associates, 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 12,437 shares
    Change vs previous 13F +7,389 shares

    0.37% of the 13F portfolio, value $787,884.

    13F-HR 0001754960-25-000722 filed by McBroom & Associates, 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 5,048 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $301,668.

    13F-HR 0001754960-25-000534 filed by McBroom & Associates, 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 5,048 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $301,668.

    13F-HR 0001754960-25-000213 filed by McBroom & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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