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Disclosery

PDS Planning, Inc: WMB position timeline

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

PDS Planning, Inc held 12,911 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,911 shares
    Change vs previous 13F +3,532 shares

    0.06% of the 13F portfolio, value $959,808.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 9,379 shares
    Change vs previous 13F +331 shares

    0.05% of the 13F portfolio, value $682,608.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 9,048 shares
    Change vs previous 13F +1,218 shares

    0.04% of the 13F portfolio, value $543,879.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 7,830 shares
    Change vs previous 13F -431 shares

    0.03% of the 13F portfolio, value $496,034.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 8,261 shares
    Change vs previous 13F +1,111 shares

    0.04% of the 13F portfolio, value $518,872.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 7,150 shares
    Change vs previous 13F +476 shares

    0.04% of the 13F portfolio, value $427,306.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 6,674 shares
    Change vs previous 13F +743 shares

    0.03% of the 13F portfolio, value $361,177.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 5,931 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $270,750.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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