VestGen Advisors, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Advisors, LLC on WMB, newest first. How the timeline and the estimate are built.
VestGen Advisors, LLC held 14,273 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 14,273 sharesChange vs previous 13F +1,802 shares
0.03% of the 13F portfolio, value $1,061,021.
13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,471 sharesChange vs previous 13F +4,198 shares
0.03% of the 13F portfolio, value $931,968.
13F-HR 0002050130-26-000004 filed by VestGen Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,273 sharesChange vs previous 13F +1,561 shares
0.02% of the 13F portfolio, value $497,291.
13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,712 sharesChange vs previous 13F +3,256 shares
0.01% of the 13F portfolio, value $425,230.
13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,456 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $217,071.
13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).