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OneDigital Investment Advisors LLC: WMB position timeline

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

OneDigital Investment Advisors LLC held 93,053 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,053 shares
    Change vs previous 13F -2,722 shares

    0.06% of the 13F portfolio, value $6,917,537.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment 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 95,775 shares
    Change vs previous 13F -2,407 shares

    0.07% of the 13F portfolio, value $6,970,516.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment 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 98,182 shares
    Change vs previous 13F +83,858 shares

    0.06% of the 13F portfolio, value $5,901,692.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment 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 14,324 shares
    Change vs previous 13F -2,591 shares

    0.01% of the 13F portfolio, value $907,396.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment 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 16,915 shares
    Change vs previous 13F -1,071 shares

    0.01% of the 13F portfolio, value $1,062,461.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment 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 17,986 shares
    Change vs previous 13F -3,010 shares

    0.01% of the 13F portfolio, value $1,074,850.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment 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 20,996 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $1,136,282.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment 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 21,043 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $960,611.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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