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Disclosery

SFMG, LLC: WMB position timeline

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

SFMG, LLC held 15,160 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,160 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $1,126,985.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 15,128 shares
    Change vs previous 13F -707 shares

    0.08% of the 13F portfolio, value $1,101,006.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 15,835 shares
    Change vs previous 13F +113 shares

    0.06% of the 13F portfolio, value $951,834.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 15,722 shares
    Change vs previous 13F -286 shares

    0.07% of the 13F portfolio, value $995,980.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 16,008 shares
    Change vs previous 13F -817 shares

    0.08% of the 13F portfolio, value $1,005,440.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 16,825 shares
    Change vs previous 13F +781 shares

    0.08% of the 13F portfolio, value $1,005,457.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 16,044 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $868,294.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 16,044 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $732,403.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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