Partners in Financial Planning »

Williams Companies shares owned by Partners in Financial Planning

Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by Partners in Financial Planning from 13F filings

Historical chart of Partners in Financial Planning investment in Williams Companies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams Companies by Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 4.0k 63.35
2025-06-30 $254k 4.0k 62.81
2025-03-31 $242k 4.0k 59.76
2024-09-30 $204k 4.5k 45.65

More positions owned by Partners in Financial Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Partners in Financial Planning

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