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Disclosery

Midwest Trust Co: WMB position timeline

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

Midwest Trust Co held 911,109 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 911,109 shares
    Change vs previous 13F -10,290 shares

    0.77% of the 13F portfolio, value $67,731,843.

    13F-HR 0002077080-26-000012 filed by Midwest Trust Co
    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 921,399 shares
    Change vs previous 13F -32,966 shares

    0.84% of the 13F portfolio, value $67,059,419.

    13F-HR 0002077080-26-000009 filed by Midwest Trust Co
    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 954,365 shares
    Change vs previous 13F -1,698 shares

    0.72% of the 13F portfolio, value $57,366,880.

    13F-HR 0002077080-26-000002 filed by Midwest Trust Co
    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 956,063 shares
    Change vs previous 13F -9,471 shares

    0.79% of the 13F portfolio, value $60,566,591.

    13F-HR 0002077080-25-000006 filed by Midwest Trust Co
    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 965,534 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $60,645,191.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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