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Walser Wealth Management Company, A Ltd Liability Co: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walser Wealth Management Company, A Ltd Liability Co on WMB, newest first. How the timeline and the estimate are built.

Walser Wealth Management Company, A Ltd Liability Co held 7,317 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,317 shares
    Change vs previous 13F +121 shares

    0.2% of the 13F portfolio, value $497,367.

    13F-HR 0002112280-26-000011 filed by Walser Wealth Management Company, A Ltd Liability Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,196 shares
    Change vs previous 13F +707 shares

    0.22% of the 13F portfolio, value $534,984.

    13F-HR 0002112280-26-000010 filed by Walser Wealth Management Company, A Ltd Liability Co
    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 6,489 shares
    Change vs previous 13F -1,297 shares

    0.21% of the 13F portfolio, value $472,237.

    13F-HR 0002112280-26-000009 filed by Walser Wealth Management Company, A Ltd Liability Co
    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 7,786 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $468,001.

    13F-HR 0002112280-26-000001 filed by Walser Wealth Management Company, A Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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