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Disclosery

Signature Wealth Management Group: WMB position timeline

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

Signature Wealth Management Group held 83,773 WMB shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 83,773 shares
    Change vs previous 13F -725 shares

    2.31% of the 13F portfolio, value $6,097,023.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 84,498 shares
    Change vs previous 13F +506 shares

    2.07% of the 13F portfolio, value $5,079,175.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 83,992 shares
    Change vs previous 13F +1,419 shares

    2.06% of the 13F portfolio, value $5,320,913.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 82,573 shares
    Change vs previous 13F -2,093 shares

    2.05% of the 13F portfolio, value $5,186,412.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 84,666 shares
    Change vs previous 13F -1,024 shares

    1.97% of the 13F portfolio, value $5,059,669.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 85,690 shares
    Change vs previous 13F -28,847 shares

    1.86% of the 13F portfolio, value $4,637,559.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 114,537 shares
    Change vs previous 13F -1,242 shares

    2.1% of the 13F portfolio, value $5,228,600.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 115,779 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $4,920,592.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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