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OSAIC HOLDINGS, INC.: WMB position timeline

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

OSAIC HOLDINGS, INC. held 476,368 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 476,368 shares
    Change vs previous 13F +11,921 shares

    0.04% of the 13F portfolio, value $35,416,953.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    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 464,447 shares
    Change vs previous 13F -9,875 shares

    0.05% of the 13F portfolio, value $33,804,497.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    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 474,322 shares
    Change vs previous 13F -156,123 shares

    0.04% of the 13F portfolio, value $28,512,790.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    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 630,445 shares
    Change vs previous 13F +257,225 shares

    0.05% of the 13F portfolio, value $39,269,075.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    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/A 373,220 shares
    Change vs previous 13F +212,447 shares

    0.04% of the 13F portfolio, value $22,898,257.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    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 160,773 shares
    Change vs previous 13F -92,931 shares

    0.02% of the 13F portfolio, value $9,609,397.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    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 253,704 shares
    Change vs previous 13F -20,474 shares

    0.03% of the 13F portfolio, value $13,184,046.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 274,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,517,123.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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