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Disclosery

Morningstar Investment Management LLC: WMB position timeline

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

Morningstar Investment Management LLC held 0 WMB shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -41,896 shares

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 41,896 shares
    Change vs previous 13F -1,684 shares

    0.23% of the 13F portfolio, value $2,631,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 43,580 shares
    Change vs previous 13F -20,060 shares

    0.22% of the 13F portfolio, value $2,604,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 63,640 shares
    Change vs previous 13F -752,671 shares

    0.27% of the 13F portfolio, value $3,444,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 63,640 shares

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

  5. period ended2024-09-30
    13F 816,311 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $37,536,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 701,768 shares
    • Morningstar Investment Management LLC: 114,543 shares

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