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Disclosery

Prudent Man Advisors, LLC: WMB position timeline

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

Prudent Man Advisors, LLC held 0 WMB shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -13,057 shares

    13F-HR 0001817174-25-000005 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 13,057 shares
    Change vs previous 13F -1,832 shares

    0.26% of the 13F portfolio, value $820,110.

    13F-HR 0001817174-25-000003 filed by Prudent Man 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 ended2025-03-31
    13F 14,889 shares
    Change vs previous 13F +336 shares

    0.32% of the 13F portfolio, value $889,767.

    13F-HR 0001817174-25-000002 filed by Prudent Man 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 ended2024-12-31
    13F 14,553 shares
    Change vs previous 13F -2,148 shares

    0.29% of the 13F portfolio, value $787,608.

    13F-HR 0001817174-25-000001 filed by Prudent Man 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 ended2024-09-30
    13F 16,701 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $762,401.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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