Williams Companies shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Williams Companies
Tip: Access up to 7 years of quarterly data
All positions including Williams Companies held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Williams Companies by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 66k | 3.99 |
| 2025-06-30 | $242k | 65k | 3.70 |
| 2025-03-31 | $53k | 18k | 2.89 |
| 2024-12-31 | $32k | 590 | 54.12 |