Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: WMB position timeline

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

Steward Partners Investment Advisory, LLC held 305,987 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 305,987 shares
    Change vs previous 13F +47,284 shares

    0.12% of the 13F portfolio, value $22,747,081.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 258,703 shares
    Change vs previous 13F +118,989 shares

    0.1% of the 13F portfolio, value $18,828,433.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 139,714 shares
    Change vs previous 13F +3,757 shares

    0.05% of the 13F portfolio, value $8,398,246.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 135,957 shares
    Change vs previous 13F -11,308 shares

    0.05% of the 13F portfolio, value $8,612,902.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 147,265 shares
    Change vs previous 13F +15,209 shares

    0.07% of the 13F portfolio, value $9,249,728.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 132,056 shares
    Change vs previous 13F +11,539 shares

    0.07% of the 13F portfolio, value $7,891,646.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 120,517 shares
    Change vs previous 13F +29,138 shares

    0.06% of the 13F portfolio, value $6,522,379.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 91,379 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,171,439.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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