Skip to main content

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by BKD Wealth Advisors, LLC, 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)
6,901
Value
$513.0K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of WMB by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,901$513.0K<0.1%−77−1.1%ReducedHolders
Q1 20266,978$507.9K<0.1%+745+12.0%AddedHolders
Q4 20256,233$374.6K<0.1%−63−1.0%ReducedHolders
Q3 20256,296$398.9K<0.1%+1,302+26.1%AddedHolders
Q2 20254,994$313.7K<0.1%+202+4.2%AddedHolders
Q1 20254,792$286.4K<0.1%+328+7.3%AddedHolders
Q4 20244,464$241.6K<0.1%−228−4.9%ReducedHolders
Q3 20244,692$214.2K<0.1%+4,692NewHolders