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Disclosery

Gradient Investments LLC: WMB position timeline

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

Gradient Investments LLC held 10,722 WMB shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,722 shares
    Change vs previous 13F +1,263 shares

    0.01% of the 13F portfolio, value $728,744.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,459 shares
    Change vs previous 13F +1,890 shares

    0.01% of the 13F portfolio, value $703,182.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,569 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $550,872.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,524 shares
    Change vs previous 13F -452 shares

    0.01% of the 13F portfolio, value $392,158.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,976 shares
    Change vs previous 13F -983 shares

    0.01% of the 13F portfolio, value $441,930.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,959 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $499,905.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,408 shares
    Change vs previous 13F -1,773 shares

    0.01% of the 13F portfolio, value $502,462.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $550,996.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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