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ALPINE WOODS CAPITAL INVESTORS, LLC: WMB position timeline

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

ALPINE WOODS CAPITAL INVESTORS, LLC held 68,732 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,732 shares
    Change vs previous 13F +1,342 shares

    1.15% of the 13F portfolio, value $5,109,520.

    13F-HR 0001226886-26-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 67,390 shares
    Change vs previous 13F -5,403 shares

    1.18% of the 13F portfolio, value $4,904,626.

    13F-HR 0001226886-26-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 72,793 shares
    Change vs previous 13F -8,936 shares

    1.04% of the 13F portfolio, value $4,375,607.

    13F-HR 0001226886-26-000001 filed by ALPINE WOODS CAPITAL INVESTORS, 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 81,729 shares
    Change vs previous 13F +2,501 shares

    1.2% of the 13F portfolio, value $5,177,532.

    13F-HR 0001226886-25-000012 filed by ALPINE WOODS CAPITAL INVESTORS, 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 79,228 shares
    Change vs previous 13F +13,144 shares

    1.18% of the 13F portfolio, value $4,976,311.

    13F-HR 0001226886-25-000006 filed by ALPINE WOODS CAPITAL INVESTORS, 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 66,084 shares
    Change vs previous 13F +4,640 shares

    0.99% of the 13F portfolio, value $3,949,180.

    13F-HR 0001226886-25-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 61,444 shares
    Change vs previous 13F +5,373 shares

    0.63% of the 13F portfolio, value $3,325,349.

    13F-HR 0001226886-25-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 56,071 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,190,440.

    13F-HR 0001226886-24-000009 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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