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NewEdge Advisors, LLC: WMB position timeline

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

NewEdge Advisors, LLC held 423,693 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 423,693 shares
    Change vs previous 13F +4,331 shares

    0.09% of the 13F portfolio, value $31,497,375.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 419,362 shares
    Change vs previous 13F +179,654 shares

    0.11% of the 13F portfolio, value $30,521,196.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 239,708 shares
    Change vs previous 13F +60,320 shares

    0.05% of the 13F portfolio, value $14,408,862.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 179,388 shares
    Change vs previous 13F -52,992 shares

    0.05% of the 13F portfolio, value $11,364,224.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 232,380 shares
    Change vs previous 13F -5,577 shares

    0.08% of the 13F portfolio, value $14,595,812.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 237,957 shares
    Change vs previous 13F +2,220 shares

    0.08% of the 13F portfolio, value $14,220,274.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 235,737 shares
    Change vs previous 13F -6,410 shares

    0.08% of the 13F portfolio, value $12,758,099.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 242,147 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,054,009.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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