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Moloney Securities Asset Management, LLC: WMB position timeline

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

Moloney Securities Asset Management, LLC held 27,723 WMB shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,723 shares
    Change vs previous 13F -2,714 shares

    0.21% of the 13F portfolio, value $1,756,252.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 30,437 shares
    Change vs previous 13F +227 shares

    0.24% of the 13F portfolio, value $1,911,748.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 30,210 shares
    Change vs previous 13F -8,421 shares

    0.24% of the 13F portfolio, value $1,805,350.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 38,631 shares
    Change vs previous 13F -719 shares

    0.28% of the 13F portfolio, value $2,090,710.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 39,350 shares
    Change vs previous 13F -326 shares

    0.24% of the 13F portfolio, value $1,796,328.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 39,676 shares
    Change vs previous 13F -1,559 shares

    0.24% of the 13F portfolio, value $1,686,230.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 41,235 shares
    Change vs previous 13F -1,711 shares

    0.24% of the 13F portfolio, value $1,606,928.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 42,946 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,495,809.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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