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Disclosery

WEST PACES ADVISORS INC.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEST PACES ADVISORS INC. on WMB, newest first. How the timeline and the estimate are built.

WEST PACES ADVISORS INC. held 18,068 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,068 shares
    Change vs previous 13F +189 shares

    0.23% of the 13F portfolio, value $1,343,153.

    13F-HR 0001398344-26-012281 filed by WEST PACES ADVISORS INC.
    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 17,879 shares
    Change vs previous 13F -2,610 shares

    0.25% of the 13F portfolio, value $1,301,212.

    13F-HR 0001398344-26-008327 filed by WEST PACES ADVISORS INC.
    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 20,489 shares
    Change vs previous 13F -307 shares

    0.24% of the 13F portfolio, value $1,231,606.

    13F-HR 0001398344-26-000988 filed by WEST PACES ADVISORS INC.
    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 20,796 shares
    Change vs previous 13F +477 shares

    0.26% of the 13F portfolio, value $1,317,408.

    13F-HR 0001398344-25-019519 filed by WEST PACES ADVISORS INC.
    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 20,319 shares
    Change vs previous 13F -520 shares

    0.27% of the 13F portfolio, value $1,276,218.

    13F-HR 0001398344-25-013608 filed by WEST PACES ADVISORS INC.
    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 20,839 shares
    Change vs previous 13F +911 shares

    0.28% of the 13F portfolio, value $1,245,321.

    13F-HR 0001398344-25-007123 filed by WEST PACES ADVISORS INC.
    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 19,928 shares
    Change vs previous 13F -49 shares

    0.26% of the 13F portfolio, value $1,078,487.

    13F-HR 0001398344-25-002933 filed by WEST PACES ADVISORS INC.
    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 19,977 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $911,937.

    13F-HR 0001398344-24-018870 filed by WEST PACES ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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