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Livermore
Livermore
ZHEN

Assetmark, Inc

SEC CIK
0001344551
Latest filing
Jul 30, 2026

WMB holding history

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

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
210,922
Value
$15.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WMB by Assetmark, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026210,922$15.7M<0.1%+20,694+10.9%AddedHolders
Q1 2026190,228$13.8M<0.1%+15,939+9.1%AddedHolders
Q4 2025174,289$10.5M<0.1%+20,335+13.2%AddedHolders
Q3 2025153,954$9.75M<0.1%+107,729+233.1%AddedHolders
Q2 202546,225$2.90M<0.1%+2,109+4.8%AddedHolders
Q1 202544,116$2.64M<0.1%−11,337−20.4%ReducedHolders
Q4 202455,453$3.00M<0.1%−5,240−8.6%ReducedHolders
Q3 202460,693$2.77M<0.1%−7,219−10.6%ReducedHolders
Q2 202467,912$2.89M<0.1%−25,498−27.3%ReducedHolders
Q1 202493,410$3.64M<0.1%−35,110−27.3%ReducedHolders
Q4 2023128,520$4.48M<0.1%−1,459,924−91.9%ReducedHolders
Q3 20231,588,444$53.5M0.2%−11,284−0.7%ReducedHolders
Q2 20231,599,728$52.2M0.2%+1,031,481+181.5%AddedHolders
Q1 2023568,247$17.0M0.1%+45,377+8.7%AddedHolders
Q4 2022522,870$17.2M0.1%+24,547+4.9%AddedHolders
Q3 2022498,323$14.3M0.1%−1,538,613−75.5%ReducedHolders
Q2 20222,036,936$63.6M0.3%−35,536−1.7%ReducedHolders
Q1 20222,072,472$69.2M0.3%−25,615−1.2%ReducedHolders
Q4 20212,098,087$54.6M0.2%+99,243+5.0%AddedHolders
Q3 20211,998,844$51.9M0.2%+131,071+7.0%AddedHolders
Q2 20211,867,773$49.6M0.2%+854,406+84.3%AddedHolders
Q1 20211,013,367$24.0M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.