Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by Crestwood Advisors 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 (Q2 2026): 214,426
Value: $15.9M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WMB by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	214,426	$15.9M	0.2%	+1,213+0.6%	Added	Holders
Q1 2026	213,213	$15.5M	0.3%	−627−0.3%	Reduced	Holders
Q4 2025	213,840	$12.9M	0.2%	−1,089−0.5%	Reduced	Holders
Q3 2025	214,929	$13.6M	0.2%	−4,345−2.0%	Reduced	Holders
Q2 2025	219,274	$13.8M	0.2%	−1,953−0.9%	Reduced	Holders
Q1 2025	221,227	$13.2M	0.3%	+684+0.3%	Added	Holders
Q4 2024	220,543	$11.9M	0.2%	−2,611−1.2%	Reduced	Holders
Q3 2024	223,154	$10.2M	0.2%	−7,954−3.4%	Reduced	Holders
Q2 2024	231,108	$9.82M	0.2%	+4,615+2.0%	Added	Holders
Q1 2024	226,493	$8.83M	0.2%	−2,628−1.1%	Reduced	Holders
Q4 2023	229,121	$7.98M	0.2%	−6,603−2.8%	Reduced	Holders
Q3 2023	235,724	$7.94M	0.2%	−15,151−6.0%	Reduced	Holders
Q2 2023	250,875	$8.19M	0.3%	−222,086−47.0%	Reduced	Holders
Q1 2023	472,961	$14.1M	0.5%	−34,449−6.8%	Reduced	Holders
Q4 2022	507,410	$16.7M	0.6%	+1,829+0.4%	Added	Holders
Q3 2022	505,581	$14.5M	0.5%	+3,170+0.6%	Added	Holders
Q2 2022	502,411	$15.7M	0.5%	−2,335−0.5%	Reduced	Holders
Q1 2022	504,746	$16.9M	0.5%	−959−0.2%	Reduced	Holders
Q4 2021	505,705	$13.2M	0.3%	+9,275+1.9%	Added	Holders
Q3 2021	496,430	$12.9M	0.4%	+26,195+5.6%	Added	Holders
Q2 2021	470,235	$12.5M	0.4%	−1290.0%	Reduced	Holders
Q1 2021	470,364	$11.1M	0.4%	–	–	Holders

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