Skip to content

Cerity Partners LLC: WMB position timeline

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

Cerity Partners LLC held 226,578 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,578 shares
    Change vs previous 13F -14,194 shares

    0.02% of the 13F portfolio, value $16,843,833.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 240,772 shares
    Change vs previous 13F -89,012 shares

    0.02% of the 13F portfolio, value $17,523,190.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 329,784 shares
    Change vs previous 13F +93,802 shares

    0.03% of the 13F portfolio, value $19,823,348.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 235,982 shares
    Change vs previous 13F +23,495 shares

    0.02% of the 13F portfolio, value $14,949,439.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 212,487 shares
    Change vs previous 13F +22,938 shares

    0.02% of the 13F portfolio, value $13,345,807.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 189,549 shares
    Change vs previous 13F +6,232 shares

    0.02% of the 13F portfolio, value $11,327,478.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 183,317 shares
    Change vs previous 13F +7,618 shares

    0.02% of the 13F portfolio, value $9,223,533.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 175,699 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,020,692.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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