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Disclosery

Corient Private Wealth LP: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on WMB, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 1,066,522 WMB shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,066,522 shares
    Change vs previous 13F +87,740 shares

    0.11% of the 13F portfolio, value $79,285,368.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,062,982 shares
    • Corient IA LP: 3,540 shares

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

  2. period ended2026-03-31
    13F 978,782 shares
    Change vs previous 13F -148,599 shares

    0.1% of the 13F portfolio, value $70,152,351.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 975,242 shares
    • Corient IA LP: 3,540 shares

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

  3. period ended2025-12-31
    13F/A 1,127,381 shares
    Change vs previous 13F +408,117 shares

    0.09% of the 13F portfolio, value $67,776,318.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 1,123,381 shares
    • Corient IA LP: 4,000 shares

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

  4. period ended2025-09-30
    13F 719,264 shares
    Change vs previous 13F +180,489 shares

    0.07% of the 13F portfolio, value $45,565,345.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 715,264 shares
    • Corient IA LP: 4,000 shares

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

  5. period ended2025-06-30
    13F/A 538,775 shares
    Change vs previous 13F +3,678 shares

    0.04% of the 13F portfolio, value $33,840,403.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 534,775 shares
    • Corient IA LP: 4,000 shares

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

  6. period ended2025-03-31
    13F 535,097 shares
    Change vs previous 13F -27,263 shares

    0.05% of the 13F portfolio, value $31,977,508.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 531,097 shares
    • Corient IA LP: 4,000 shares

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

  7. period ended2024-12-31
    13F 562,360 shares
    Change vs previous 13F -26,750 shares

    0.05% of the 13F portfolio, value $30,111,445.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 589,110 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $26,892,820.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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