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Sequoia Financial Advisors, LLC: WMB position timeline

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

Sequoia Financial Advisors, LLC held 56,563 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,563 shares
    Change vs previous 13F -2,625 shares

    0.02% of the 13F portfolio, value $4,204,873.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 59,188 shares
    Change vs previous 13F +3,637 shares

    0.02% of the 13F portfolio, value $4,307,711.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 55,551 shares
    Change vs previous 13F +8,302 shares

    0.02% of the 13F portfolio, value $3,339,170.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 47,249 shares
    Change vs previous 13F +2,414 shares

    0.02% of the 13F portfolio, value $2,993,228.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 44,835 shares
    Change vs previous 13F +3,070 shares

    0.02% of the 13F portfolio, value $2,816,069.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 41,765 shares
    Change vs previous 13F +874 shares

    0.02% of the 13F portfolio, value $2,495,885.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 40,891 shares
    Change vs previous 13F +4,432 shares

    0.02% of the 13F portfolio, value $2,213,007.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 36,459 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,664,362.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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