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Orion Porfolio Solutions, LLC: WMB position timeline

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

Orion Porfolio Solutions, LLC held 81,666 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,666 shares
    Change vs previous 13F -2,104 shares

    0.05% of the 13F portfolio, value $6,071,088.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 83,770 shares
    Change vs previous 13F -6,654 shares

    0.05% of the 13F portfolio, value $6,096,770.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 90,424 shares
    Change vs previous 13F -991 shares

    0.04% of the 13F portfolio, value $5,435,386.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 91,415 shares
    Change vs previous 13F -14,907 shares

    0.04% of the 13F portfolio, value $5,791,164.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 106,322 shares
    Change vs previous 13F +17,908 shares

    0.06% of the 13F portfolio, value $6,678,102.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 88,414 shares
    Change vs previous 13F +26,663 shares

    0.05% of the 13F portfolio, value $5,283,634.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 61,751 shares
    Change vs previous 13F -52,996 shares

    0.03% of the 13F portfolio, value $3,342,002.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 114,747 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,238,176.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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