Skip to content
Disclosery

Recurrent Investment Advisors LLC: WMB position timeline

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

Recurrent Investment Advisors LLC held 762,867 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 762,867 shares
    Change vs previous 13F 0 shares

    3.52% of the 13F portfolio, value $56,711,533.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 762,867 shares
    Change vs previous 13F +2,240 shares

    3.34% of the 13F portfolio, value $55,521,462.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment 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 ended2025-12-31
    13F 760,627 shares
    Change vs previous 13F +707 shares

    3.38% of the 13F portfolio, value $45,721,289.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment 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 ended2025-09-30
    13F 759,920 shares
    Change vs previous 13F -1,965 shares

    3.69% of the 13F portfolio, value $48,140,932.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment 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 ended2025-06-30
    13F 761,885 shares
    Change vs previous 13F -89,639 shares

    3.87% of the 13F portfolio, value $47,853,997.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors 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 851,524 shares
    Change vs previous 13F -501 shares

    4.31% of the 13F portfolio, value $50,887,074.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors 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 852,025 shares
    Change vs previous 13F -8,956 shares

    4.23% of the 13F portfolio, value $46,111,593.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors 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 860,981 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $39,303,783.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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