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Disclosery

NewEdge Wealth, LLC: WMB position timeline

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

NewEdge Wealth, LLC held 114,017 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,017 shares
    Change vs previous 13F -272 shares

    0.09% of the 13F portfolio, value $8,476,000.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 114,289 shares
    Change vs previous 13F -16,099 shares

    0.1% of the 13F portfolio, value $8,317,926.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 130,388 shares
    Change vs previous 13F -21,603 shares

    0.09% of the 13F portfolio, value $7,837,635.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 151,991 shares
    Change vs previous 13F +8,174 shares

    0.13% of the 13F portfolio, value $8,745,577.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 143,817 shares
    Change vs previous 13F +4,747 shares

    0.13% of the 13F portfolio, value $8,325,576.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 139,070 shares
    Change vs previous 13F +41,252 shares

    0.15% of the 13F portfolio, value $8,310,821.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 97,818 shares
    Change vs previous 13F +4,274 shares

    0.09% of the 13F portfolio, value $5,293,937.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 93,544 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,270,294.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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