Trek Financial, LLC: WMB position timeline

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

Trek Financial, LLC held 3,349 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 3,349 shares
Change vs previous 13F -1 shares
0.01% of the 13F portfolio, value $248,965.
13F-HR 0001104659-26-095623 filed by Trek Financial, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,350 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $243,813.
13F-HR 0001104659-26-059964 filed by Trek Financial, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).