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Vestmark Advisory Solutions, Inc.: WMB position timeline

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

Vestmark Advisory Solutions, Inc. held 224,997 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,997 shares
    Change vs previous 13F +4,722 shares

    0.16% of the 13F portfolio, value $16,726,299.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 220,275 shares
    Change vs previous 13F +8,069 shares

    0.18% of the 13F portfolio, value $16,031,676.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 212,206 shares
    Change vs previous 13F +66,394 shares

    0.17% of the 13F portfolio, value $12,755,666.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 145,812 shares
    Change vs previous 13F +17,177 shares

    0.18% of the 13F portfolio, value $9,237,201.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 128,635 shares
    Change vs previous 13F -89,073 shares

    0.12% of the 13F portfolio, value $8,079,565.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 217,708 shares
    Change vs previous 13F +158,640 shares

    0.33% of the 13F portfolio, value $13,010,230.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 59,068 shares
    Change vs previous 13F +1,327 shares

    0.11% of the 13F portfolio, value $3,196,760.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 57,741 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,635,877.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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