Skip to content
Disclosery

Texas Capital Bank Wealth Management Services Inc: WMB position timeline

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

Texas Capital Bank Wealth Management Services Inc held 6,961 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,961 shares
    Change vs previous 13F -2,378 shares

    0.03% of the 13F portfolio, value $517,481.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services 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 9,339 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $679,693.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services 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 9,287 shares
    Change vs previous 13F +2,655 shares

    0.03% of the 13F portfolio, value $558,242.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services 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 6,632 shares
    Change vs previous 13F -292 shares

    0.03% of the 13F portfolio, value $420,137.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services 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 6,924 shares
    Change vs previous 13F +1,123 shares

    0.04% of the 13F portfolio, value $434,896.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services 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 5,801 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $346,679.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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