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Disclosery

Waterloo Capital, L.P.: WMB position timeline

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

Waterloo Capital, L.P. held 14,194 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,194 shares
    Change vs previous 13F -8,974 shares

    0.06% of the 13F portfolio, value $1,055,161.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 23,168 shares
    Change vs previous 13F +6,426 shares

    0.12% of the 13F portfolio, value $1,686,135.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 16,742 shares
    Change vs previous 13F -1,048 shares

    0.07% of the 13F portfolio, value $1,006,368.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 17,790 shares
    Change vs previous 13F -7,712 shares

    0.08% of the 13F portfolio, value $1,126,978.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 25,502 shares
    Change vs previous 13F +8,628 shares

    0.13% of the 13F portfolio, value $1,601,794.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 16,874 shares
    Change vs previous 13F -111 shares

    0.09% of the 13F portfolio, value $1,008,377.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 16,985 shares
    Change vs previous 13F -2,319 shares

    0.1% of the 13F portfolio, value $919,249.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 19,304 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $881,225.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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