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Disclosery

Merit Financial Group, LLC: WMB position timeline

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

Merit Financial Group, LLC held 91,678 WMB shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 91,678 shares
    Change vs previous 13F +402 shares

    0.04% of the 13F portfolio, value $6,815,332.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 91,276 shares
    Change vs previous 13F +490 shares

    0.05% of the 13F portfolio, value $6,643,090.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 90,786 shares
    Change vs previous 13F -86 shares

    0.04% of the 13F portfolio, value $5,457,183.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 90,872 shares
    Change vs previous 13F -15,242 shares

    0.05% of the 13F portfolio, value $5,756,711.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 106,114 shares
    Change vs previous 13F +19,145 shares

    0.07% of the 13F portfolio, value $6,665,026.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 86,969 shares
    Change vs previous 13F +3,360 shares

    0.08% of the 13F portfolio, value $5,197,280.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 83,609 shares
    Change vs previous 13F +8,928 shares

    0.08% of the 13F portfolio, value $4,524,913.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 74,681 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,409,172.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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