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TrueWealth Advisors, LLC: WMB position timeline

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

TrueWealth Advisors, LLC held 20,560 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,560 shares
    Change vs previous 13F -32 shares

    0.31% of the 13F portfolio, value $1,397,494.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,592 shares
    Change vs previous 13F -120 shares

    0.35% of the 13F portfolio, value $1,530,818.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,712 shares
    Change vs previous 13F +1 shares

    0.38% of the 13F portfolio, value $1,507,402.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,711 shares
    Change vs previous 13F -3,820 shares

    0.32% of the 13F portfolio, value $1,244,961.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,531 shares
    Change vs previous 13F -292 shares

    0.42% of the 13F portfolio, value $1,554,036.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,823 shares
    Change vs previous 13F +182 shares

    0.46% of the 13F portfolio, value $1,559,104.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,641 shares
    Change vs previous 13F -393 shares

    0.48% of the 13F portfolio, value $1,472,555.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,034 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,354,825.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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