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Disclosery

Smartleaf Asset Management LLC: WMB position timeline

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

Smartleaf Asset Management LLC held 27,068 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,068 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,031,763.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 27,068 shares
    Change vs previous 13F +751 shares

    0.07% of the 13F portfolio, value $1,961,655.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 26,317 shares
    Change vs previous 13F +890 shares

    0.06% of the 13F portfolio, value $1,583,282.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 25,427 shares
    Change vs previous 13F +9,490 shares

    0.1% of the 13F portfolio, value $1,626,594.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 15,937 shares
    Change vs previous 13F -1,055 shares

    0.09% of the 13F portfolio, value $998,807.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 16,992 shares
    Change vs previous 13F -3,030 shares

    0.1% of the 13F portfolio, value $1,005,795.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 20,022 shares
    Change vs previous 13F +1,234 shares

    0.11% of the 13F portfolio, value $1,084,398.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 18,788 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $848,471.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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