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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Creative Planning, 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)
444,849
Value
$33.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WMB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026444,849$33.1M<0.1%+12,619+2.9%AddedHolders
Q1 2026432,230$31.5M<0.1%+48,585+12.7%AddedHolders
Q4 2025383,645$23.1M<0.1%+20,398+5.6%AddedHolders
Q3 2025363,247$23.0M<0.1%+79,190+27.9%AddedHolders
Q2 2025284,057$17.8M<0.1%+33,011+13.1%AddedHolders
Q1 2025251,046$15.0M<0.1%+33,927+15.6%AddedHolders
Q4 2024217,119$11.8M<0.1%+18,073+9.1%AddedHolders
Q3 2024199,046$9.09M<0.1%+17,983+9.9%AddedHolders
Q2 2024181,063$7.70M<0.1%+21,504+13.5%AddedHolders
Q1 2024159,559$6.22M<0.1%+15,119+10.5%AddedHolders
Q4 2023144,440$5.03M<0.1%+10,674+8.0%AddedHolders
Q3 2023133,766$4.51M<0.1%−13,224−9.0%ReducedHolders
Q2 2023146,990$4.80M<0.1%−179,958−55.0%ReducedHolders
Q1 2023326,948$9.76M<0.1%+203,873+165.6%AddedHolders
Q4 2022123,075$4.05M<0.1%+2,197+1.8%AddedHolders
Q3 2022120,878$3.46M<0.1%+15,194+14.4%AddedHolders
Q2 2022105,684$3.30M<0.1%+14,099+15.4%AddedHolders
Q1 202291,585$3.06M<0.1%−865−0.9%ReducedHolders
Q4 202192,450$2.41M<0.1%−20,253−18.0%ReducedHolders
Q3 2021112,703$2.92M<0.1%−4,164−3.6%ReducedHolders
Q2 2021116,867$3.10M<0.1%+15,687+15.5%AddedHolders
Q1 2021101,180$2.40M<0.1%––Holders

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