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MONETA GROUP INVESTMENT ADVISORS LLC: WMB position timeline

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

MONETA GROUP INVESTMENT ADVISORS LLC held 68,159 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,159 shares
    Change vs previous 13F +386 shares

    0.04% of the 13F portfolio, value $5,066,940.

    13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 67,773 shares
    Change vs previous 13F -293 shares

    0.04% of the 13F portfolio, value $4,932,519.

    13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS 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 68,066 shares
    Change vs previous 13F +988 shares

    0.03% of the 13F portfolio, value $4,091,447.

    13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS 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 67,078 shares
    Change vs previous 13F +951 shares

    0.03% of the 13F portfolio, value $4,249,407.

    13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS 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 66,127 shares
    Change vs previous 13F +208 shares

    0.05% of the 13F portfolio, value $4,153,453.

    13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS 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 65,919 shares
    Change vs previous 13F +666 shares

    0.05% of the 13F portfolio, value $3,939,334.

    13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS 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 65,253 shares
    Change vs previous 13F +2,089 shares

    0.05% of the 13F portfolio, value $3,531,492.

    13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS 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 63,164 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,883,437.

    13F-HR 0001120927-24-000005 filed by MONETA GROUP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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