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Disclosery

Summit Financial, LLC: WMB position timeline

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

Summit Financial, LLC held 83,500 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 83,500 shares
    Change vs previous 13F -1,297 shares

    0.07% of the 13F portfolio, value $6,207,393.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 84,797 shares
    Change vs previous 13F -2,823 shares

    0.08% of the 13F portfolio, value $6,171,506.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 87,620 shares
    Change vs previous 13F +1,185 shares

    0.08% of the 13F portfolio, value $5,266,865.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 86,435 shares
    Change vs previous 13F +1,949 shares

    0.08% of the 13F portfolio, value $5,475,669.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 84,486 shares
    Change vs previous 13F +1,862 shares

    0.12% of the 13F portfolio, value $5,306,570.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 82,624 shares
    Change vs previous 13F +965 shares

    0.14% of the 13F portfolio, value $4,937,621.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 81,659 shares
    Change vs previous 13F +27,189 shares

    0.15% of the 13F portfolio, value $4,419,371.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 54,470 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,486,540.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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