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Disclosery

RFG Advisory, LLC: WMB position timeline

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

RFG Advisory, LLC held 10,978 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,978 shares
    Change vs previous 13F +1,220 shares

    0.01% of the 13F portfolio, value $816,127.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 9,758 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $710,179.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 9,765 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $586,983.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 9,469 shares
    Change vs previous 13F +988 shares

    0.01% of the 13F portfolio, value $599,840.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 8,481 shares
    Change vs previous 13F +4,964 shares

    0.01% of the 13F portfolio, value $532,680.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 3,517 shares
    Change vs previous 13F -2,370 shares

    0.01% of the 13F portfolio, value $210,201.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 5,887 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,610.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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