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Proquility Private Wealth Partners, LLC: WMB position timeline

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

Proquility Private Wealth Partners, LLC held 65,455 WMB shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 65,455 shares
    Change vs previous 13F -17,353 shares

    1.21% of the 13F portfolio, value $3,911,591.

    13F-HR 0001172661-25-002154 filed by Proquility Private 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 ended2024-12-31
    13F 82,808 shares
    Change vs previous 13F -517 shares

    1.44% of the 13F portfolio, value $4,481,569.

    13F-HR 0001172661-25-000242 filed by Proquility Private 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 ended2024-09-30
    13F 83,325 shares
    Change vs previous 13F -4,974 shares

    1.22% of the 13F portfolio, value $3,803,786.

    13F-HR 0001172661-24-004260 filed by Proquility Private 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 ended2024-06-30
    13F 88,299 shares
    Change vs previous 13F -2,841 shares

    1.28% of the 13F portfolio, value $3,752,708.

    13F-HR 0001172661-24-003180 filed by Proquility Private 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 ended2024-03-31
    13F 91,140 shares
    Change vs previous 13F +7,728 shares

    1.22% of the 13F portfolio, value $3,551,726.

    13F-HR 0001172661-24-001995 filed by Proquility Private 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 ended2023-12-31
    13F 83,412 shares
    Change vs previous 13F -652 shares

    1.1% of the 13F portfolio, value $2,905,240.

    13F-HR 0001172661-24-000686 filed by Proquility Private 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 ended2023-09-30
    13F 84,064 shares
    Change vs previous 13F -796 shares

    1.16% of the 13F portfolio, value $2,832,129.

    13F-HR 0001172661-23-003973 filed by Proquility Private 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 ended2023-06-30
    13F 84,860 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,769,005.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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