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ROTHSCHILD INVESTMENT LLC /IL: WMB position timeline

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

ROTHSCHILD INVESTMENT LLC /IL held 8,123 WMB shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 8,123 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $274,000.

    13F-HR 0001020918-23-000009 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 8,187 shares
    Change vs previous 13F -1,481 shares

    0.02% of the 13F portfolio, value $267,000.

    13F-HR 0001020918-23-000007 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 9,668 shares
    Change vs previous 13F +1,050 shares

    0.03% of the 13F portfolio, value $289,000.

    13F-HR 0001020918-23-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 8,618 shares
    Change vs previous 13F +8,618 shares

    0.03% of the 13F portfolio, value $284,000.

    13F-HR 0001020918-23-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001020918-22-000002 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.