MinichMacGregor Wealth Management, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MinichMacGregor Wealth Management, LLC on WMB, newest first. How the timeline and the estimate are built.
MinichMacGregor Wealth Management, LLC held 3,208 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 3,208 sharesChange vs previous 13F -526 shares
0.04% of the 13F portfolio, value $238,547.
13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,734 sharesChange vs previous 13F -73 shares
0.05% of the 13F portfolio, value $271,813.
13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,807 sharesChange vs previous 13F -30 shares
0.04% of the 13F portfolio, value $228,874.
13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,837 sharesChange vs previous 13F -4,148 shares
0.05% of the 13F portfolio, value $243,101.
13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,985 sharesChange vs previous 13F +3,335 shares
0.11% of the 13F portfolio, value $501,553.
13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,650 sharesChange vs previous 13F +738 shares
0.06% of the 13F portfolio, value $277,887.
13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,912 sharesChange vs previous 13F -578 shares
0.04% of the 13F portfolio, value $211,708.
13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,490 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $204,949.
13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).