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OPPENHEIMER ASSET MANAGEMENT INC.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on WMB, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 607,002 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 607,002 shares
    Change vs previous 13F -925 shares

    0.24% of the 13F portfolio, value $45,124,529.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 156,686 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 450,316 shares

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

  2. period ended2026-03-31
    13F 607,927 shares
    Change vs previous 13F +43,377 shares

    0.26% of the 13F portfolio, value $44,244,928.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 157,745 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 450,182 shares

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

  3. period ended2025-12-31
    13F 564,550 shares
    Change vs previous 13F +67,090 shares

    0.22% of the 13F portfolio, value $33,935,102.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 157,052 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 407,498 shares

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

  4. period ended2025-09-30
    13F 497,460 shares
    Change vs previous 13F +7,199 shares

    0.18% of the 13F portfolio, value $31,514,092.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 154,433 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 343,027 shares

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

  5. period ended2025-06-30
    13F 490,261 shares
    Change vs previous 13F -19,324 shares

    0.19% of the 13F portfolio, value $30,793,294.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 161,974 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 328,287 shares

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

  6. period ended2025-03-31
    13F 509,585 shares
    Change vs previous 13F +84,647 shares

    0.21% of the 13F portfolio, value $30,452,801.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 163,618 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 345,967 shares

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

  7. period ended2024-12-31
    13F 424,938 shares
    Change vs previous 13F -42,729 shares

    0.15% of the 13F portfolio, value $22,997,643.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 177,734 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 247,204 shares

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

  8. period ended2024-09-30
    13F 467,667 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $21,348,998.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 141,508 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 326,159 shares

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