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Stonegate Investment Group, LLC: WMB position timeline

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

Stonegate Investment Group, LLC held 85,017 WMB shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 85,017 shares
    Change vs previous 13F +2,293 shares

    0.13% of the 13F portfolio, value $5,385,841.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 82,724 shares
    Change vs previous 13F +35,518 shares

    0.13% of the 13F portfolio, value $5,195,889.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 47,206 shares
    Change vs previous 13F +2,829 shares

    0.08% of the 13F portfolio, value $2,821,009.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 44,377 shares
    Change vs previous 13F -1,295 shares

    0.06% of the 13F portfolio, value $2,401,691.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 45,672 shares
    Change vs previous 13F +11,994 shares

    0.05% of the 13F portfolio, value $2,084,945.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 33,678 shares
    Change vs previous 13F +4,328 shares

    0.04% of the 13F portfolio, value $1,431,296.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 29,350 shares
    Change vs previous 13F +2,677 shares

    0.04% of the 13F portfolio, value $1,143,788.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 26,673 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $929,025.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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