Skip to content
Disclosery

Wealthspire Advisors, LLC: WMB position timeline

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

Wealthspire Advisors, LLC held 75,033 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,033 shares
    Change vs previous 13F +53,551 shares

    0.03% of the 13F portfolio, value $5,577,992.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 21,482 shares
    Change vs previous 13F -5,315 shares

    0.01% of the 13F portfolio, value $1,563,481.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 26,797 shares
    Change vs previous 13F +4,838 shares

    0.01% of the 13F portfolio, value $1,610,759.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 21,959 shares
    Change vs previous 13F -3,404 shares

    0.01% of the 13F portfolio, value $1,391,091.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 25,363 shares
    Change vs previous 13F -4,931 shares

    0.01% of the 13F portfolio, value $1,593,045.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 30,294 shares
    Change vs previous 13F -2,649 shares

    0.01% of the 13F portfolio, value $1,810,364.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 32,943 shares
    Change vs previous 13F -2,783 shares

    0.02% of the 13F portfolio, value $1,782,885.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 35,726 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,630,885.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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