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Pinion Investment Advisors, LLC: WMB position timeline

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

Pinion Investment Advisors, LLC held 23,752 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,752 shares
    Change vs previous 13F -521 shares

    0.34% of the 13F portfolio, value $1,765,707.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 24,273 shares
    Change vs previous 13F -3,644 shares

    0.41% of the 13F portfolio, value $1,766,572.

    13F-HR 0001738738-26-000002 filed by Pinion Investment 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 ended2025-12-31
    13F 27,917 shares
    Change vs previous 13F -3,756 shares

    0.41% of the 13F portfolio, value $1,678,077.

    13F-HR 0001738738-26-000001 filed by Pinion Investment 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 ended2025-09-30
    13F 31,673 shares
    Change vs previous 13F +807 shares

    0.5% of the 13F portfolio, value $1,820,551.

    13F-HR 0001738738-25-000006 filed by Pinion Investment 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 ended2025-06-30
    13F 30,866 shares
    Change vs previous 13F -31,164 shares

    0.67% of the 13F portfolio, value $1,938,680.

    13F-HR 0001738738-25-000004 filed by Pinion Investment 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 ended2025-03-31
    13F 62,030 shares
    Change vs previous 13F +32,100 shares

    0.82% of the 13F portfolio, value $3,706,886.

    13F-HR 0001738738-25-000003 filed by Pinion Investment 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 ended2024-12-31
    13F 29,930 shares
    Change vs previous 13F +5,671 shares

    0.64% of the 13F portfolio, value $1,619,794.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, 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 24,259 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,107,424.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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