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CARY STREET PARTNERS ASSET MANAGEMENT LLC: WMB position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 381,149 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,149 shares
    Change vs previous 13F -2,438 shares

    0.56% of the 13F portfolio, value $28,334,655.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 350,919 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 30,230 shares

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

  2. period ended2026-03-31
    13F 383,587 shares
    Change vs previous 13F -233 shares

    0.63% of the 13F portfolio, value $27,917,460.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 353,873 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,714 shares

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

  3. period ended2025-12-31
    13F 383,820 shares
    Change vs previous 13F +5,184 shares

    0.52% of the 13F portfolio, value $23,071,443.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 354,191 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,629 shares

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

  4. period ended2025-09-30
    13F 378,636 shares
    Change vs previous 13F -341 shares

    0.59% of the 13F portfolio, value $23,986,625.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 349,789 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 28,847 shares

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

  5. period ended2025-06-30
    13F 378,977 shares
    Change vs previous 13F +1,370 shares

    0.63% of the 13F portfolio, value $23,803,535.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 349,057 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,920 shares

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

  6. period ended2025-03-31
    13F 377,607 shares
    Change vs previous 13F +3,031 shares

    0.68% of the 13F portfolio, value $22,565,801.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 348,326 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,281 shares

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

  7. period ended2024-12-31
    13F 374,576 shares
    Change vs previous 13F +260 shares

    0.63% of the 13F portfolio, value $20,272,071.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 347,610 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 26,966 shares

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

  8. period ended2024-09-30
    13F 374,316 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $17,087,546.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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