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Disclosery

Ascent Group, LLC: WMB position timeline

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

Ascent Group, LLC held 51,529 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,529 shares
    Change vs previous 13F +3,952 shares

    0.11% of the 13F portfolio, value $3,830,663.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 47,577 shares
    Change vs previous 13F -10,152 shares

    0.12% of the 13F portfolio, value $3,462,635.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 57,729 shares
    Change vs previous 13F -8,735 shares

    0.12% of the 13F portfolio, value $3,470,066.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 66,464 shares
    Change vs previous 13F -12,934 shares

    0.15% of the 13F portfolio, value $4,210,454.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 79,398 shares
    Change vs previous 13F -1,083 shares

    0.19% of the 13F portfolio, value $4,986,957.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 80,481 shares
    Change vs previous 13F +7,709 shares

    0.21% of the 13F portfolio, value $4,809,581.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 72,772 shares
    Change vs previous 13F +216 shares

    0.3% of the 13F portfolio, value $3,938,435.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 72,556 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,312,188.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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