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Disclosery

Parcion Private Wealth LLC: WMB position timeline

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

Parcion Private Wealth LLC held 32,557 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,557 shares
    Change vs previous 13F -22 shares

    0.13% of the 13F portfolio, value $2,420,288.

    13F-HR 0001801263-26-000004 filed by Parcion Private 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 32,579 shares
    Change vs previous 13F +146 shares

    0.15% of the 13F portfolio, value $2,371,099.

    13F-HR 0001801263-26-000003 filed by Parcion Private 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 32,433 shares
    Change vs previous 13F -541 shares

    0.12% of the 13F portfolio, value $1,949,547.

    13F-HR 0001801263-26-000001 filed by Parcion Private 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 32,974 shares
    Change vs previous 13F +661 shares

    0.13% of the 13F portfolio, value $2,088,903.

    13F-HR 0001801263-25-000008 filed by Parcion Private 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 32,313 shares
    Change vs previous 13F +578 shares

    0.14% of the 13F portfolio, value $2,029,579.

    13F-HR 0001801263-25-000007 filed by Parcion Private 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 31,735 shares
    Change vs previous 13F -352 shares

    0.15% of the 13F portfolio, value $1,896,483.

    13F-HR 0001801263-25-000005 filed by Parcion Private 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 32,087 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,736,549.

    13F-HR 0001801263-25-000003 filed by Parcion Private 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 32,087 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,464,772.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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