Skip to content
Disclosery

Kestra Advisory Services, LLC: WMB position timeline

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

Kestra Advisory Services, LLC held 417,125 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,125 shares
    Change vs previous 13F -6,528 shares

    0.07% of the 13F portfolio, value $31,009,052.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 61,746 shares
    • Kestra Advisory Services, LLC: 350,454 shares
    • Kestra Investment Management, LLC: 4,925 shares

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

  2. period ended2026-03-31
    13F 423,653 shares
    Change vs previous 13F +25,120 shares

    0.08% of the 13F portfolio, value $30,833,415.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 90,658 shares
    • Kestra Advisory Services, LLC: 328,111 shares
    • Kestra Investment Management, LLC: 4,884 shares

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

  3. period ended2025-12-31
    13F 398,533 shares
    Change vs previous 13F -73,745 shares

    0.07% of the 13F portfolio, value $23,955,798.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 97,395 shares
    • Kestra Advisory Services, LLC: 301,138 shares

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

  4. period ended2025-09-30
    13F 472,278 shares
    Change vs previous 13F +139,199 shares

    0.1% of the 13F portfolio, value $29,918,830.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 81,533 shares
    • Kestra Advisory Services, LLC: 390,745 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 333,079 shares
    Change vs previous 13F +27,565 shares

    0.07% of the 13F portfolio, value $20,920,699.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,131 shares
    • Kestra Advisory Services, LLC: 247,368 shares
    • Kestra Investment Management, LLC: 5,580 shares

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

  6. period ended2025-03-31
    13F/A 305,514 shares
    Change vs previous 13F +2,202 shares

    0.06% of the 13F portfolio, value $18,257,517.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 72,337 shares
    • Kestra Advisory Services, LLC: 225,938 shares
    • Kestra Investment Management, LLC: 7,239 shares

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

  7. period ended2024-12-31
    13F 303,312 shares
    Change vs previous 13F -131,014 shares

    0.06% of the 13F portfolio, value $16,415,236.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,664 shares
    • Kestra Advisory Services, LLC: 237,760 shares
    • Kestra Investment Management, LLC: 11,888 shares

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

  8. period ended2024-09-30
    13F 434,326 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,826,991.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 55,807 shares
    • Kestra Advisory Services, LLC: 356,620 shares
    • Kestra Investment Management, LLC: 21,899 shares

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