Private Advisor Group, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on WMB, newest first. How the timeline and the estimate are built.
Private Advisor Group, LLC held 108,609 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 108,609 sharesChange vs previous 13F -28,593 shares
0.04% of the 13F portfolio, value $8,074,013.
13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 137,202 sharesChange vs previous 13F +3,706 shares
0.05% of the 13F portfolio, value $9,985,590.
13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,496 sharesChange vs previous 13F +15,127 shares
0.04% of the 13F portfolio, value $8,024,436.
13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 118,369 sharesChange vs previous 13F -10,106 shares
0.04% of the 13F portfolio, value $7,498,688.
13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 128,475 sharesChange vs previous 13F +15,645 shares
0.04% of the 13F portfolio, value $8,069,535.
13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 112,830 sharesChange vs previous 13F +4,405 shares
0.04% of the 13F portfolio, value $6,742,714.
13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 108,425 sharesChange vs previous 13F +2,255 shares
0.03% of the 13F portfolio, value $5,867,980.
13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 106,170 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $4,846,815.
13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).