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Disclosery

Callan Family Office, LLC: WMB position timeline

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

Callan Family Office, LLC held 4,000 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,000 shares
    Change vs previous 13F -92,403 shares

    0.27% of the 13F portfolio, value $271,880.

    13F-HR 0001878849-26-000007 filed by Ulrich Consultants & Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 96,403 shares
    Change vs previous 13F -892 shares

    0.14% of the 13F portfolio, value $7,166,610.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 97,295 shares
    Change vs previous 13F -2,628 shares

    0.16% of the 13F portfolio, value $7,081,111.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 99,923 shares
    Change vs previous 13F +9,288 shares

    0.13% of the 13F portfolio, value $6,006,347.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 90,635 shares
    Change vs previous 13F -8,088 shares

    0.18% of the 13F portfolio, value $5,741,712.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 98,723 shares
    Change vs previous 13F +71,021 shares

    0.2% of the 13F portfolio, value $6,200,792.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,702 shares
    Change vs previous 13F -10,142 shares

    0.12% of the 13F portfolio, value $1,655,472.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 37,844 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,048,117.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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