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Disclosery

PFG Investments, LLC: WMB position timeline

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

PFG Investments, LLC held 21,888 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,888 shares
    Change vs previous 13F +770 shares

    0.06% of the 13F portfolio, value $1,627,128.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 21,118 shares
    Change vs previous 13F +397 shares

    0.07% of the 13F portfolio, value $1,536,950.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 20,721 shares
    Change vs previous 13F +1,465 shares

    0.06% of the 13F portfolio, value $1,245,515.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 19,256 shares
    Change vs previous 13F +649 shares

    0.06% of the 13F portfolio, value $1,219,842.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 18,607 shares
    Change vs previous 13F -1,826 shares

    0.07% of the 13F portfolio, value $1,168,717.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 20,433 shares
    Change vs previous 13F +2,290 shares

    0.08% of the 13F portfolio, value $1,221,097.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 18,143 shares
    Change vs previous 13F -1,943 shares

    0.06% of the 13F portfolio, value $981,913.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 20,086 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $916,937.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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