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Transamerica Financial Advisors, LLC: WMB position timeline

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

Transamerica Financial Advisors, LLC held 70,503 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,503 shares
    Change vs previous 13F +4,430 shares

    0.44% of the 13F portfolio, value $5,241,247.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 66,073 shares
    Change vs previous 13F -4,604 shares

    0.41% of the 13F portfolio, value $4,808,864.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 70,677 shares
    Change vs previous 13F -2,096 shares

    0.35% of the 13F portfolio, value $4,248,383.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 72,773 shares
    Change vs previous 13F +974 shares

    0.38% of the 13F portfolio, value $4,610,133.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 71,799 shares
    Change vs previous 13F -3,714 shares

    0.42% of the 13F portfolio, value $4,509,680.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 75,513 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,513,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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