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Warburton Capital Management, LLC: WMB position timeline

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

Warburton Capital Management, LLC held 6,030 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,030 shares
    Change vs previous 13F -256 shares

    0.18% of the 13F portfolio, value $448,000.

    13F-HR 0002054795-26-000003 filed by Warburton Capital Management, LLC
    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 6,286 shares
    Change vs previous 13F -4,127 shares

    0.22% of the 13F portfolio, value $457,000.

    13F-HR 0002054795-26-000002 filed by Warburton Capital Management, LLC
    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 10,413 shares
    Change vs previous 13F +73 shares

    0.35% of the 13F portfolio, value $625,000.

    13F-HR 0002054795-26-000001 filed by Warburton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,340 shares
    Change vs previous 13F -90 shares

    0.4% of the 13F portfolio, value $658,000.

    13F-HR 0002054795-25-000002 filed by Warburton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,430 shares
    Change vs previous 13F -16,601 shares

    0.36% of the 13F portfolio, value $614,000.

    13F-HR 0001908380-25-000009 filed by Warburton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,031 shares
    Change vs previous 13F +3,770 shares

    1.17% of the 13F portfolio, value $1,615,000.

    13F-HR 0001842974-25-000010 filed by Warburton Capital Management, LLC
    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 23,261 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,258,000.

    13F-HR 0001800586-25-000005 filed by Warburton Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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