MITCHELL & PAHL PRIVATE WEALTH, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL & PAHL PRIVATE WEALTH, LLC on WMB, newest first. How the timeline and the estimate are built.
MITCHELL & PAHL PRIVATE WEALTH, LLC held 16,103 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 16,103 sharesChange vs previous 13F -396 shares
0.44% of the 13F portfolio, value $1,197,098.
13F-HR 0001836506-26-000003 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 16,499 sharesChange vs previous 13F -343 shares
0.49% of the 13F portfolio, value $1,200,795.
13F-HR 0001836506-26-000002 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 16,842 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $1,012,370.
13F-HR 0001836506-26-000001 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 16,842 sharesChange vs previous 13F -262 shares
0.45% of the 13F portfolio, value $1,066,944.
13F-HR 0001085146-25-005878 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 17,104 sharesChange vs previous 13F -1,063 shares
0.47% of the 13F portfolio, value $1,074,302.
13F-HR 0001085146-25-003746 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 18,167 sharesChange vs previous 13F -227 shares
0.51% of the 13F portfolio, value $1,085,659.
13F-HR 0001085146-25-001973 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 18,394 sharesChange vs previous 13F -1,427 shares
0.46% of the 13F portfolio, value $995,482.
13F-HR 0001085146-25-000295 filed by MITCHELL & PAHL PRIVATE WEALTH, 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 19,821 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $904,829.
13F-HR 0001085146-24-004946 filed by MITCHELL & PAHL PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).