Skip to content
Disclosery

Focus Partners Wealth: WMB position timeline

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

Focus Partners Wealth held 1,642,214 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,642,214 shares
    Change vs previous 13F +22,671 shares

    0.11% of the 13F portfolio, value $122,082,337.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,635,137 shares
    • Focus Partners Advisor Solutions, LLC: 7,077 shares

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

  2. period ended2026-03-31
    13F 1,619,543 shares
    Change vs previous 13F +83,599 shares

    0.12% of the 13F portfolio, value $117,870,364.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,611,047 shares
    • Focus Partners Advisor Solutions, LLC: 8,496 shares

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

  3. period ended2025-12-31
    13F 1,535,944 shares
    Change vs previous 13F +805,037 shares

    0.11% of the 13F portfolio, value $94,458,991.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,535,944 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 730,907 shares
    Change vs previous 13F +47,405 shares

    0.07% of the 13F portfolio, value $46,286,172.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 715,455 shares
    • Focus Partners Advisor Solutions, LLC: 15,452 shares

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

  5. period ended2025-06-30
    13F 683,502 shares
    Change vs previous 13F +7,136 shares

    0.08% of the 13F portfolio, value $42,930,885.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 669,849 shares
    • Focus Partners Advisor Solutions, LLC: 13,653 shares

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

  6. period ended2025-03-31
    13F/A 676,366 shares
    Change vs previous 13F +10,380 shares

    0.09% of the 13F portfolio, value $40,419,705.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 663,929 shares
    • Focus Partners Advisor Solutions, LLC: 12,437 shares

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

  7. period ended2024-12-31
    13F/A 665,986 shares
    Change vs previous 13F +2,323 shares

    0.08% of the 13F portfolio, value $36,043,185.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 657,230 shares
    • Focus Partners Advisor Solutions, LLC: 8,756 shares

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

  8. period ended2024-09-30
    13F 663,663 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $30,296,326.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 663,663 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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