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Disclosery

Trivium Point Advisory, LLC: WMB position timeline

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

Trivium Point Advisory, LLC held 197,545 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,545 shares
    Change vs previous 13F +143,127 shares

    1.33% of the 13F portfolio, value $14,685,516.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 54,418 shares
    Change vs previous 13F -122,107 shares

    0.72% of the 13F portfolio, value $3,960,567.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 176,525 shares
    Change vs previous 13F +10,424 shares

    1.07% of the 13F portfolio, value $10,610,930.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 166,101 shares
    Change vs previous 13F +13,341 shares

    1.07% of the 13F portfolio, value $10,522,489.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 152,760 shares
    Change vs previous 13F +14,909 shares

    1.04% of the 13F portfolio, value $9,594,826.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 137,851 shares
    Change vs previous 13F +15,053 shares

    1.02% of the 13F portfolio, value $8,237,978.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 122,798 shares
    Change vs previous 13F -2,777 shares

    0.84% of the 13F portfolio, value $6,645,828.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 125,575 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $6,981,983.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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