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Disclosery

Obermeyer Wealth Partners: WMB position timeline

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

Obermeyer Wealth Partners held 9,189 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,189 shares
    Change vs previous 13F +914 shares

    0.03% of the 13F portfolio, value $683,110.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 8,275 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $602,255.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 8,275 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $497,410.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 8,275 shares
    Change vs previous 13F -108 shares

    0.02% of the 13F portfolio, value $524,221.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 8,383 shares
    Change vs previous 13F -3 shares

    0.03% of the 13F portfolio, value $526,536.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 8,386 shares
    Change vs previous 13F +4,534 shares

    0.03% of the 13F portfolio, value $501,147.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 3,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,470.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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