ProVise Management Group, LLC

SEC CIK: 0001305707
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by ProVise Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMB overview All 13F holders of WMB Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of WMB by ProVise Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−8,416−100.0%	Sold out	Holders
Q4 2022	8,416	$276.9K	<0.1%	−619−6.9%	Reduced	Holders
Q3 2022	9,035	$259.0K	<0.1%	+93+1.0%	Added	Holders
Q2 2022	8,942	$279.0K	<0.1%	+8,942	New	Holders