Holdings in WMB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$80,003,882 |
1,330,958 |
+86.1%
|
Shares |
Sole |
2026-02-19 |
| 2025-09-30 |
$45,311,972 |
715,264 |
+33.8%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$33,589,217 |
534,775 |
+0.7%
|
Shares |
Defined |
2025-09-26 |
| 2025-03-31 |
$31,738,355 |
531,097 |
-5.6%
|
Shares |
Defined |
2025-05-14 |
| 2024-12-31 |
$30,434,922 |
562,360 |
-4.5%
|
Shares |
Other |
2025-02-10 |
| 2024-09-30 |
$26,892,870 |
589,110 |
-2.0%
|
Shares |
Other |
2024-11-12 |
| 2024-06-30 |
$25,545,177 |
601,063 |
+10.2%
|
Shares |
Other |
2024-08-13 |
| 2024-03-31 |
$21,247,223 |
545,220 |
+0.5%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$18,901,021 |
542,665 |
-2.6%
|
Shares |
Other |
2024-02-09 |
| 2023-09-30 |
$18,766,980 |
557,049 |
+4.0%
|
Shares |
Other |
2023-11-03 |
| 2023-06-30 |
$17,470,590 |
535,415 |
+9.8%
|
Shares |
Other |
2023-08-10 |
| 2023-03-31 |
$14,561,198 |
487,649 |
+8.4%
|
Shares |
Other |
2023-05-15 |
| 2022-12-31 |
$14,793,780 |
449,659 |
—
|
Shares |
Other |
2023-02-15 |
