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Diversify Advisory Services, LLC: WMB position timeline

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

Diversify Advisory Services, LLC held 99,554 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,554 shares
    Change vs previous 13F +40,578 shares

    0.06% of the 13F portfolio, value $7,047,374.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 49,777 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 49,777 shares

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

  2. period ended2026-03-31
    13F 58,976 shares
    Change vs previous 13F +12,888 shares

    0.07% of the 13F portfolio, value $4,324,147.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,377 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 53,599 shares

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

  3. period ended2025-12-31
    13F 46,088 shares
    Change vs previous 13F -2,036 shares

    0.05% of the 13F portfolio, value $2,827,084.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 37,017 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,071 shares

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

  4. period ended2025-09-30
    13F 48,124 shares
    Change vs previous 13F -283 shares

    0.06% of the 13F portfolio, value $2,840,781.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 38,982 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,142 shares

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

  5. period ended2025-06-30
    13F 48,407 shares
    Change vs previous 13F +12,912 shares

    0.07% of the 13F portfolio, value $2,795,964.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 38,579 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,828 shares

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

  6. period ended2025-03-31
    13F 35,495 shares
    Change vs previous 13F -236 shares

    0.07% of the 13F portfolio, value $2,117,981.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,212 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,283 shares

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

  7. period ended2024-12-31
    13F 35,731 shares
    Change vs previous 13F -3,148 shares

    0.06% of the 13F portfolio, value $1,983,753.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,651 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 12,080 shares

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

  8. period ended2024-09-30
    13F 38,879 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,032,608.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,515 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,364 shares

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