Skip to main content
Livermore
Livermore
ZHEN

Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Lee Financial Co, 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)
22,883
Value
$1.70M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WMB by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,883$1.70M0.2%−84−0.4%ReducedHolders
Q1 202622,967$1.67M0.2%+14,358+166.8%AddedHolders
Q4 20258,609$517.5K0.1%−8,977−51.0%ReducedHolders
Q3 202517,586$1.11M0.1%+8,910+102.7%AddedHolders
Q2 20258,676$544.9K0.1%+1,008+13.1%AddedHolders
Q1 20257,668$458.2K0.1%−3,051−28.5%ReducedHolders
Q4 202410,719$580.1K0.1%00.0%UnchangedHolders
Q3 202410,719$489.3K0.1%+2,978+38.5%AddedHolders
Q2 20247,741$329.0K0.1%+214+2.8%AddedHolders
Q1 20247,527$293.3K<0.1%+145+2.0%AddedHolders
Q4 20237,382$257.1K<0.1%+366+5.2%AddedHolders
Q3 20237,016$236.4K<0.1%00.0%UnchangedHolders
Q2 20237,016$228.9K<0.1%+793+12.7%AddedHolders
Q1 20236,223$185.8K<0.1%−402−6.1%ReducedHolders
Q4 20226,625$218.0K<0.1%00.0%UnchangedHolders
Q3 20226,625$189.0K<0.1%+14+0.2%AddedHolders
Q2 20226,611$207.0K<0.1%+416+6.7%AddedHolders
Q1 20226,195$207.0K<0.1%+1,444+30.4%AddedHolders
Q4 20214,751$123.0K<0.1%00.0%UnchangedHolders
Q3 20214,751$123.0K<0.1%−435−8.4%ReducedHolders
Q2 20215,186$138.0K<0.1%−1,740−25.1%ReducedHolders
Q1 20216,926$164.0K<0.1%––Holders

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