Williams Companies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Williams Companies
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Quarterly reported holdings in Williams Companies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 232k | 63.35 |
| 2025-06-30 | $12M | 194k | 62.81 |
| 2025-03-31 | $11M | 178k | 59.76 |
| 2024-12-31 | $9.2M | 170k | 54.12 |
| 2024-09-30 | $7.6M | 165k | 45.65 |
| 2024-06-30 | $6.3M | 149k | 42.50 |
| 2024-03-31 | $3.8M | 98k | 38.97 |
| 2023-09-30 | $2.8M | 84k | 33.69 |
| 2023-06-30 | $2.4M | 75k | 32.63 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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