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Pullen Investment Management, LLC: WMB position timeline

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

Pullen Investment Management, LLC held 17,414 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,414 shares
    Change vs previous 13F +94 shares

    0.6% of the 13F portfolio, value $1,294,557.

    13F-HR 0002011668-26-000003 filed by Pullen Investment Management, 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 17,320 shares
    Change vs previous 13F -73 shares

    0.63% of the 13F portfolio, value $1,260,550.

    13F-HR 0002011668-26-000002 filed by Pullen Investment Management, 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 17,393 shares
    Change vs previous 13F +331 shares

    0.55% of the 13F portfolio, value $1,045,480.

    13F-HR 0002011668-26-000001 filed by Pullen Investment Management, 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 17,062 shares
    Change vs previous 13F +24 shares

    0.59% of the 13F portfolio, value $1,080,902.

    13F-HR 0002011668-25-000005 filed by Pullen Investment Management, 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 17,038 shares
    Change vs previous 13F -5,984 shares

    0.64% of the 13F portfolio, value $1,070,157.

    13F-HR 0002011668-25-000003 filed by Pullen Investment Management, 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 23,022 shares
    Change vs previous 13F +562 shares

    0.87% of the 13F portfolio, value $1,375,804.

    13F-HR 0002011668-25-000002 filed by Pullen Investment Management, 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 22,460 shares
    Change vs previous 13F +714 shares

    0.79% of the 13F portfolio, value $1,215,550.

    13F-HR 0002011668-25-000001 filed by Pullen Investment Management, 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 21,746 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $992,715.

    13F-HR 0002011668-24-000004 filed by Pullen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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