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Wilkinson Global Asset Management LLC: WMB position timeline

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

Wilkinson Global Asset Management LLC held 3,500 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,500 shares
    Change vs previous 13F -640 shares

    0.02% of the 13F portfolio, value $260,190.

    13F-HR 0001172661-26-003135 filed by Wilkinson Global Asset 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 4,140 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $301,309.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global Asset 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 4,140 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $248,855.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global Asset 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 4,140 shares
    Change vs previous 13F -1,210 shares

    0.02% of the 13F portfolio, value $262,269.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global Asset 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 5,350 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $336,033.

    13F-HR 0001172661-25-003001 filed by Wilkinson Global Asset 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 5,350 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $319,716.

    13F-HR 0001172661-25-001556 filed by Wilkinson Global Asset 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 5,350 shares
    Change vs previous 13F -1,650 shares

    0.02% of the 13F portfolio, value $289,542.

    13F-HR 0001172661-25-000458 filed by Wilkinson Global Asset Management 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 7,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $319,550.

    13F-HR 0001172661-24-004437 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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