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Relative Value Partners Group, LLC: WMB position timeline

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

Relative Value Partners Group, LLC held 10,375 WMB shares at 2024-06-30 per its 13F-HR filed 2024-07-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 10,375 shares
    Change vs previous 13F -16,875 shares

    0.06% of the 13F portfolio, value $440,926.

    13F-HR 0001649910-24-000013 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 27,250 shares
    Change vs previous 13F -148 shares

    0.06% of the 13F portfolio, value $944,479.

    13F-HR 0001649910-24-000011 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 27,398 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $954,266.

    13F-HR 0001649910-24-000001 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 27,242 shares
    Change vs previous 13F +2,418 shares

    0.06% of the 13F portfolio, value $917,777.

    13F-HR 0001649910-23-000014 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 24,824 shares
    Change vs previous 13F -325 shares

    0.05% of the 13F portfolio, value $810,002.

    13F-HR 0001649910-23-000012 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F/A 25,149 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $750,944.

    13F-HR/A 0001649910-23-000009 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 25,149 shares
    Change vs previous 13F +4,149 shares

    0.06% of the 13F portfolio, value $827,397.

    13F-HR 0001649910-23-000007 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 21,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $601,000.

    13F-HR 0001649910-22-000013 filed by Relative Value Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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