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Princeton Portfolio Strategies Group LLC: WMB position timeline

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

Princeton Portfolio Strategies Group LLC held 102,088 WMB shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 102,088 shares
    Change vs previous 13F -10,290 shares

    0.52% of the 13F portfolio, value $2,710,000.

    13F-HR 0001568289-21-000003 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 112,378 shares
    Change vs previous 13F +5,700 shares

    0.52% of the 13F portfolio, value $2,662,000.

    13F-HR 0001568289-21-000002 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 106,678 shares
    Change vs previous 13F +2,520 shares

    0.42% of the 13F portfolio, value $2,139,000.

    13F-HR 0001568289-21-000001 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 104,158 shares
    Change vs previous 13F +16,080 shares

    0.45% of the 13F portfolio, value $2,047,000.

    13F-HR 0001568289-20-000004 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 88,078 shares
    Change vs previous 13F +13,890 shares

    0.4% of the 13F portfolio, value $1,675,000.

    13F-HR 0001568289-20-000003 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 74,188 shares
    Change vs previous 13F -2,752 shares

    0.3% of the 13F portfolio, value $1,050,000.

    13F-HR 0001568289-20-000002 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 76,940 shares
    Change vs previous 13F +4,300 shares

    0.43% of the 13F portfolio, value $1,825,000.

    13F-HR 0001568289-20-000001 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 72,640 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,748,000.

    13F-HR 0001568289-19-000004 filed by Princeton Portfolio Strategies Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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