Regent Investment Management LLC: WMB position timeline

Regent Investment Management LLC held 130,295 WMB shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

1. period ended2022-12-31

   13F 130,295 shares

   Change vs previous 13F -760 shares

   1.15% of the 13F portfolio, value $4,287,000.

   13F-HR 0001559968-23-000002 filed by Regent Investment Management LLC
   Filed 2023-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

2. period ended2022-09-30

   13F 131,055 shares

   Change vs previous 13F -925 shares

   1.09% of the 13F portfolio, value $3,752,000.

   13F-HR 0001559968-22-000008 filed by Regent Investment Management LLC
   Filed 2022-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

3. period ended2022-06-30

   13F 131,980 shares

   Change vs previous 13F -3,425 shares

   1.15% of the 13F portfolio, value $4,119,000.

   13F-HR 0001559968-22-000006 filed by Regent Investment Management LLC
   Filed 2022-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

4. period ended2022-03-31

   13F 135,405 shares

   Change vs previous 13F -2,890 shares

   1.05% of the 13F portfolio, value $4,523,000.

   13F-HR 0001559968-22-000004 filed by Regent Investment Management LLC
   Filed 2022-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

5. period ended2021-12-31

   13F 138,295 shares

   Change vs previous 13F -102 shares

   0.79% of the 13F portfolio, value $3,602,000.

   13F-HR 0001559968-22-000002 filed by Regent Investment Management LLC
   Filed 2022-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

6. period ended2021-09-30

   13F 138,397 shares

   Change vs previous 13F +1,575 shares

   0.86% of the 13F portfolio, value $3,591,000.

   13F-HR 0001559968-21-000008 filed by Regent Investment Management LLC
   Filed 2021-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

7. period ended2021-06-30

   13F 136,822 shares

   Change vs previous 13F +16,500 shares

   0.85% of the 13F portfolio, value $3,632,000.

   13F-HR 0001559968-21-000006 filed by Regent Investment Management LLC
   Filed 2021-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

8. period ended2021-03-31

   13F 120,322 shares

   Change vs previous 13F not available

   0.72% of the 13F portfolio, value $2,851,000.

   13F-HR 0001559968-21-000004 filed by Regent Investment Management LLC
   Filed 2021-04-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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