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NEOS Investment Management LLC: WMB position timeline

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

NEOS Investment Management LLC held 1,066,577 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,066,577 shares
    Change vs previous 13F +270,948 shares

    0.29% of the 13F portfolio, value $79,289,334.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 ended2026-03-31
    13F 795,629 shares
    Change vs previous 13F +572,917 shares

    0.29% of the 13F portfolio, value $57,905,879.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 ended2025-12-31
    13F 222,712 shares
    Change vs previous 13F +57,243 shares

    0.08% of the 13F portfolio, value $13,387,218.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 ended2025-09-30
    13F 165,469 shares
    Change vs previous 13F +51,633 shares

    0.08% of the 13F portfolio, value $10,482,461.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 ended2025-06-30
    13F 113,836 shares
    Change vs previous 13F +23,397 shares

    0.09% of the 13F portfolio, value $7,150,039.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 ended2025-03-31
    13F 90,439 shares
    Change vs previous 13F +17,535 shares

    0.1% of the 13F portfolio, value $5,404,634.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 ended2024-12-31
    13F 72,904 shares
    Change vs previous 13F +17,420 shares

    0.09% of the 13F portfolio, value $3,945,564.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 ended2024-09-30
    13F 55,484 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,532,845.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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