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Williams Companies shares owned by Aletheian Wealth Advisors

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Aletheian Wealth Advisors from 13F filings

Historical chart of Aletheian Wealth Advisors investment in Williams Companies

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All positions including Williams Companies held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 3.7k 63.35
2025-06-30 $234k 3.7k 62.81
2025-03-31 $222k 3.7k 59.76

More positions owned by Aletheian Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
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NVIDIA Corporation (NVDA)
Ishares Tr Core Intl Aggr (IAGG)
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View all positions for Aletheian Wealth Advisors

Top funds holding Williams Companies

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Deutsche Bank Aktiengesellschaft
Blackstone Group
ClearBridge Advisors
Royal Bank of Canada
Invesco
Northern Trust
Neuberger Berman Group
UBS Group

View all funds holding Williams Companies