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Disclosery

Slocum, Gordon & Co LLP: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on WMB, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 35,105 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,105 shares
    Change vs previous 13F -3,900 shares

    1.73% of the 13F portfolio, value $2,609,706.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 39,005 shares
    Change vs previous 13F 0 shares

    1.93% of the 13F portfolio, value $2,838,784.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    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 39,005 shares
    Change vs previous 13F -412 shares

    1.7% of the 13F portfolio, value $2,344,591.

    13F-HR 0001993325-26-000001 filed by Slocum, Gordon & Co LLP
    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 39,417 shares
    Change vs previous 13F -22,310 shares

    1.99% of the 13F portfolio, value $2,497,067.

    13F-HR 0001993325-25-000007 filed by Slocum, Gordon & Co LLP
    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 61,727 shares
    Change vs previous 13F -2,400 shares

    3.12% of the 13F portfolio, value $3,877,072.

    13F-HR 0001993325-25-000006 filed by Slocum, Gordon & Co LLP
    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 64,127 shares
    Change vs previous 13F -1,150 shares

    2.85% of the 13F portfolio, value $3,832,222.

    13F-HR 0001993325-25-000003 filed by Slocum, Gordon & Co LLP
    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 65,277 shares
    Change vs previous 13F -1,600 shares

    2.91% of the 13F portfolio, value $3,532,782.

    13F-HR 0001993325-25-000001 filed by Slocum, Gordon & Co LLP
    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 66,877 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,052,928.

    13F-HR 0001993325-24-000005 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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