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Disclosery

Olistico Wealth, LLC: WMB position timeline

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

Olistico Wealth, LLC held 10,401 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,401 shares
    Change vs previous 13F +5,679 shares

    0.3% of the 13F portfolio, value $706,978.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,722 shares
    Change vs previous 13F -396 shares

    0.15% of the 13F portfolio, value $351,029.

    13F-HR 0001962695-26-000003 filed by Olistico 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 ended2026-03-31
    13F 5,118 shares
    Change vs previous 13F +2,030 shares

    0.18% of the 13F portfolio, value $372,468.

    13F-HR 0001962695-26-000002 filed by Olistico 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 ended2025-12-31
    13F 3,088 shares
    Change vs previous 13F +3,088 shares

    0.09% of the 13F portfolio, value $185,596.

    13F-HR 0001962695-26-000001 filed by Olistico 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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,558 shares

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 2,558 shares
    Change vs previous 13F -495 shares

    0.09% of the 13F portfolio, value $160,688.

    13F-HR 0001962695-25-000003 filed by Olistico 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 ended2025-03-31
    13F 3,053 shares
    Change vs previous 13F +484 shares

    0.11% of the 13F portfolio, value $182,498.

    13F-HR 0001965653-25-000005 filed by Olistico 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 ended2024-12-31
    13F 2,569 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $139,042.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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