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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Avidian Wealth Solutions, 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)
56,565
Value
$4.21M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WMB by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,565$4.21M0.1%−2,158−3.7%ReducedHolders
Q1 202658,723$4.27M0.1%+42,679+266.0%AddedHolders
Q4 202516,044$964.4K<0.1%−520−3.1%ReducedHolders
Q3 202516,564$1.05M<0.1%−68−0.4%ReducedHolders
Q2 202516,632$1.04M<0.1%−789−4.5%ReducedHolders
Q1 202517,421$1.04M<0.1%+613+3.6%AddedHolders
Q4 202416,808$909.6K<0.1%−587−3.4%ReducedHolders
Q3 202417,395$794.1K<0.1%+527+3.1%AddedHolders
Q2 202416,868$716.9K<0.1%−276−1.6%ReducedHolders
Q1 202417,144$668.1K<0.1%+251+1.5%AddedHolders
Q4 202316,893$588.4K<0.1%+1,292+8.3%AddedHolders
Q3 202315,601$525.6K<0.1%−769−4.7%ReducedHolders
Q2 202316,370$534.2K<0.1%−27,271−62.5%ReducedHolders
Q1 202343,641$1.30M0.1%−2,737−5.9%ReducedHolders
Q4 202246,378$1.53M0.1%+25,042+117.4%AddedHolders
Q3 202221,336$611.0K<0.1%+5,044+31.0%AddedHolders
Q2 202216,292$508.0K<0.1%+380+2.4%AddedHolders
Q1 202215,912$532.0K<0.1%−7,488−32.0%ReducedHolders
Q4 202123,400$609.0K<0.1%+7,800+50.0%AddedHolders
Q3 202115,600$405.0K<0.1%+20.0%AddedHolders
Q2 202115,598$414.0K<0.1%+2,103+15.6%AddedHolders
Q1 202113,495$320.0K<0.1%––Holders

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