Capital Analysts, LLC

SEC CIK: 0001624758
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by Capital Analysts, 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): 51,379
Value: $3.82M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WMB by Capital Analysts, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	51,379	$3.82M	0.1%	−4,834−8.6%	Reduced	Holders
Q1 2026	56,213	$4.09M	0.1%	−6,257−10.0%	Reduced	Holders
Q4 2025	62,470	$3.75M	0.1%	+978+1.6%	Added	Holders
Q3 2025	61,492	$3.90M	0.1%	+4,059+7.1%	Added	Holders
Q2 2025	57,433	$3.61M	0.1%	−5,411−8.6%	Reduced	Holders
Q1 2025	62,844	$3.76M	0.1%	−578−0.9%	Reduced	Holders
Q4 2024	63,422	$3.43M	0.1%	−14,565−18.7%	Reduced	Holders
Q3 2024	77,987	$3.56M	0.1%	−9,959−11.3%	Reduced	Holders
Q2 2024	87,946	$3.74M	0.2%	−10,126−10.3%	Reduced	Holders
Q1 2024	98,072	$3.82M	0.2%	−3,791−3.7%	Reduced	Holders
Q4 2023	101,863	$3.55M	0.2%	−1,988−1.9%	Reduced	Holders
Q3 2023	103,851	$3.50M	0.2%	+3,059+3.0%	Added	Holders
Q2 2023	100,792	$3.29M	0.2%	−53,544−34.7%	Reduced	Holders
Q1 2023	154,336	$4.61M	0.3%	+57,114+58.7%	Added	Holders
Q4 2022	97,222	$3.20M	0.2%	+650+0.7%	Added	Holders
Q3 2022	96,572	$2.77M	0.2%	−1,030−1.1%	Reduced	Holders
Q2 2022	97,602	$3.05M	0.2%	−25,313−20.6%	Reduced	Holders
Q1 2022	122,915	$4.11M	0.3%	−630−0.5%	Reduced	Holders
Q4 2021	123,545	$3.22M	0.2%	−120−0.1%	Reduced	Holders
Q3 2021	123,665	$3.21M	0.2%	−800−0.6%	Reduced	Holders
Q2 2021	124,465	$3.31M	0.2%	−27,661−18.2%	Reduced	Holders
Q1 2021	152,126	$3.60M	0.2%	–	–	Holders

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