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Disclosery

Forum Financial Management, LP: WMB position timeline

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

Forum Financial Management, LP held 8,409 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,409 shares
    Change vs previous 13F -3,137 shares

    0.01% of the 13F portfolio, value $625,130.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 11,546 shares
    Change vs previous 13F -12,693 shares

    0.01% of the 13F portfolio, value $840,354.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 24,239 shares
    Change vs previous 13F +188 shares

    0.02% of the 13F portfolio, value $1,456,999.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 24,051 shares
    Change vs previous 13F +1,701 shares

    0.02% of the 13F portfolio, value $1,523,618.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 22,350 shares
    Change vs previous 13F -2,872 shares

    0.02% of the 13F portfolio, value $1,403,789.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 25,222 shares
    Change vs previous 13F -882 shares

    0.02% of the 13F portfolio, value $1,507,255.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 26,104 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,412,770.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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