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VISTA INVESTMENT PARTNERS LLC: WMB position timeline

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

VISTA INVESTMENT PARTNERS LLC held 36,299 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,299 shares
    Change vs previous 13F -4 shares

    0.64% of the 13F portfolio, value $2,467,243.

    13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,303 shares
    Change vs previous 13F -244 shares

    0.68% of the 13F portfolio, value $2,698,765.

    13F-HR 0002085853-26-000671 filed by VISTA INVESTMENT PARTNERS 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 36,547 shares
    Change vs previous 13F -33 shares

    0.7% of the 13F portfolio, value $2,659,891.

    13F-HR 0002085853-26-000317 filed by VISTA INVESTMENT PARTNERS 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 36,580 shares
    Change vs previous 13F -35 shares

    0.58% of the 13F portfolio, value $2,198,824.

    13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS 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 36,615 shares
    Change vs previous 13F -85 shares

    0.65% of the 13F portfolio, value $2,319,560.

    13F-HR 0002085853-25-000101 filed by VISTA INVESTMENT PARTNERS 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 36,700 shares
    Change vs previous 13F +84 shares

    0.66% of the 13F portfolio, value $2,305,127.

    13F-HR 0001667731-25-000766 filed by VISTA INVESTMENT PARTNERS 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 36,616 shares
    Change vs previous 13F -62 shares

    0.67% of the 13F portfolio, value $2,188,172.

    13F-HR 0001667731-25-000450 filed by VISTA INVESTMENT PARTNERS 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 36,678 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,985,013.

    13F-HR 0001667731-25-000070 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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