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TCV Trust & Wealth Management, Inc.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TCV Trust & Wealth Management, Inc. on WMB, newest first. How the timeline and the estimate are built.

TCV Trust & Wealth Management, Inc. held 203,669 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,669 shares
    Change vs previous 13F -3,264 shares

    1.15% of the 13F portfolio, value $15,140,752.

    13F-HR 0001140361-26-029583 filed by TCV Trust & Wealth Management, Inc.
    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 206,933 shares
    Change vs previous 13F -4,114 shares

    1.26% of the 13F portfolio, value $15,060,583.

    13F-HR 0001140361-26-015860 filed by TCV Trust & Wealth Management, Inc.
    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 211,047 shares
    Change vs previous 13F +3,046 shares

    1.02% of the 13F portfolio, value $12,686,034.

    13F-HR 0001140361-26-002130 filed by TCV Trust & Wealth Management, Inc.
    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 208,001 shares
    Change vs previous 13F -35 shares

    1.1% of the 13F portfolio, value $13,176,862.

    13F-HR 0001140361-25-039035 filed by TCV Trust & Wealth Management, Inc.
    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 208,036 shares
    Change vs previous 13F -2,444 shares

    1.14% of the 13F portfolio, value $13,066,740.

    13F-HR 0001140361-25-025564 filed by TCV Trust & Wealth Management, Inc.
    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 210,480 shares
    Change vs previous 13F -1,651 shares

    1.17% of the 13F portfolio, value $12,578,283.

    13F-HR 0001140361-25-015354 filed by TCV Trust & Wealth Management, Inc.
    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 212,131 shares
    Change vs previous 13F -1,665 shares

    1.06% of the 13F portfolio, value $11,480,528.

    13F-HR 0001140361-25-002309 filed by TCV Trust & Wealth Management, Inc.
    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 213,796 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,759,786.

    13F-HR 0001140361-24-044082 filed by TCV Trust & Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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