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Williams Companies shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in Williams Companies

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All positions including Williams Companies held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $541k 16k 33.69
2023-06-30 $537k 16k 32.63
2023-03-31 $513k 17k 29.86
2022-12-31 $570k 17k 32.90

More positions owned by Legacy Financial Group

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Legacy Financial Group

Top funds holding Williams Companies

Vanguard Group
Bank of America Corporation
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Royal Bank of Canada
Franklin Resources
Legal & General Group
UBS Group
Tortoise Capital Advisors
Neuberger Berman Group
Wellington Management Company
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Williams Companies