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Disclosery

Capital Analysts, LLC: WMB position timeline

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

Capital Analysts, LLC held 51,379 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,379 shares
    Change vs previous 13F -4,834 shares

    0.09% of the 13F portfolio, value $3,820,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 56,213 shares
    Change vs previous 13F -6,257 shares

    0.11% of the 13F portfolio, value $4,091,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 62,470 shares
    Change vs previous 13F +978 shares

    0.1% of the 13F portfolio, value $3,755,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 61,492 shares
    Change vs previous 13F +4,059 shares

    0.11% of the 13F portfolio, value $3,896,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 57,433 shares
    Change vs previous 13F -5,411 shares

    0.12% of the 13F portfolio, value $3,607,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 62,844 shares
    Change vs previous 13F -578 shares

    0.14% of the 13F portfolio, value $3,756,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 63,422 shares
    Change vs previous 13F -14,565 shares

    0.14% of the 13F portfolio, value $3,432,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 77,987 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,560,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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