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Disclosery

Sigma Planning Corp: WMB position timeline

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

Sigma Planning Corp held 25,134 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,134 shares
    Change vs previous 13F -3,816 shares

    0.05% of the 13F portfolio, value $1,868,483.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 28,950 shares
    Change vs previous 13F -309 shares

    0.06% of the 13F portfolio, value $2,106,980.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 29,259 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $1,758,772.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 29,454 shares
    Change vs previous 13F -3,266 shares

    0.05% of the 13F portfolio, value $1,865,912.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 32,720 shares
    Change vs previous 13F +342 shares

    0.06% of the 13F portfolio, value $2,055,172.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 32,378 shares
    Change vs previous 13F +645 shares

    0.06% of the 13F portfolio, value $1,934,937.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 31,733 shares
    Change vs previous 13F +2,811 shares

    0.05% of the 13F portfolio, value $1,717,386.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 28,922 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,320,271.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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