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Williams Companies shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Williams Companies

Tip: Access up to 7 years of quarterly data

All positions including Williams Companies held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Williams Companies by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $243k 7.0k 34.83
2023-09-30 $235k 7.0k 33.69
2023-06-30 $228k 7.0k 32.63
2023-03-31 $208k 7.0k 29.86
2022-12-31 $229k 7.0k 32.90

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

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