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PRECEDENT WEALTH PARTNERS, LLC: WMB position timeline

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

PRECEDENT WEALTH PARTNERS, LLC held 8,915 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,915 shares
    Change vs previous 13F +1,631 shares

    0.11% of the 13F portfolio, value $662,741.

    13F-HR 0002008666-26-000007 filed by PRECEDENT WEALTH PARTNERS, 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 7,284 shares
    Change vs previous 13F -587 shares

    0.11% of the 13F portfolio, value $530,129.

    13F-HR 0002008666-26-000003 filed by PRECEDENT WEALTH PARTNERS, 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 7,871 shares
    Change vs previous 13F -953 shares

    0.1% of the 13F portfolio, value $473,126.

    13F-HR 0002008666-26-000001 filed by PRECEDENT WEALTH PARTNERS, 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 8,824 shares
    Change vs previous 13F -542 shares

    0.12% of the 13F portfolio, value $559,000.

    13F-HR 0002008666-25-000007 filed by PRECEDENT WEALTH PARTNERS, 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 9,366 shares
    Change vs previous 13F +691 shares

    0.14% of the 13F portfolio, value $588,278.

    13F-HR 0002008666-25-000004 filed by PRECEDENT WEALTH PARTNERS, 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 8,675 shares
    Change vs previous 13F -200 shares

    0.14% of the 13F portfolio, value $518,418.

    13F-HR 0002008666-25-000002 filed by PRECEDENT WEALTH PARTNERS, 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 8,875 shares
    Change vs previous 13F -394 shares

    0.16% of the 13F portfolio, value $480,315.

    13F-HR 0002008666-25-000001 filed by PRECEDENT WEALTH PARTNERS, 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 9,269 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $423,110.

    13F-HR 0002008666-24-000005 filed by PRECEDENT WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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