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Disclosery

Pathstone Holdings, LLC: WMB position timeline

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

Pathstone Holdings, LLC held 181,905 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,905 shares
    Change vs previous 13F +8,372 shares

    0.04% of the 13F portfolio, value $13,546,716.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 173,533 shares
    Change vs previous 13F +19,157 shares

    0.05% of the 13F portfolio, value $12,627,092.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 154,376 shares
    Change vs previous 13F -1,950 shares

    0.04% of the 13F portfolio, value $9,279,510.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 156,326 shares
    Change vs previous 13F +14,569 shares

    0.04% of the 13F portfolio, value $9,903,278.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 141,757 shares
    Change vs previous 13F -1,442 shares

    0.04% of the 13F portfolio, value $8,903,759.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 143,199 shares
    Change vs previous 13F +5,186 shares

    0.04% of the 13F portfolio, value $8,554,066.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 138,013 shares
    Change vs previous 13F +390 shares

    0.03% of the 13F portfolio, value $7,468,831.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 137,623 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,282,476.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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