Williams Companies shares owned by UMA Financial Services
Quarter-by-quarter ownership of Williams Companies (WMB) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Williams Companies
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Quarterly reported holdings in Williams Companies by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $124k | 1.7k | 72.78 |
| 2025-12-31 | $95k | 1.6k | 60.11 |
| 2025-09-30 | $102k | 1.6k | 63.35 |
| 2025-06-30 | $87k | 1.4k | 62.81 |
| 2025-03-31 | $80k | 1.3k | 59.76 |
| 2024-12-31 | $73k | 1.3k | 54.12 |