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Perennial Advisors, LLC: WMB position timeline

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

Perennial Advisors, LLC held 3,483 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,483 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $236,740.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,483 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $258,927.

    13F-HR 0001697360-26-000003 filed by Perennial 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 ended2026-03-31
    13F 3,483 shares
    Change vs previous 13F -662 shares

    0.04% of the 13F portfolio, value $253,493.

    13F-HR 0001697360-26-000002 filed by Perennial 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 ended2025-12-31
    13F 4,145 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $249,177.

    13F-HR 0001697360-26-000001 filed by Perennial 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 ended2025-09-30
    13F 4,145 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $262,608.

    13F-HR 0001697360-25-000006 filed by Perennial 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 ended2025-06-30
    13F 4,145 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $260,369.

    13F-HR 0001697360-25-000003 filed by Perennial 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 ended2025-03-31
    13F 4,145 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $247,726.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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