Evanson Asset Management, LLC

SEC CIK: 0001626379
Latest filing: Apr 8, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by Evanson Asset Management, 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 Q1 2026 holdings

Shares (Q1 2026): 3,089
Value: $224.8K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2025

Holdings of WMB by Evanson Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	3,089	$224.8K	<0.1%	+3,089	New	Holders
Q3 2025	0	$0	0.0%	−3,239−100.0%	Sold out	Holders
Q2 2025	3,239	$203.4K	<0.1%	+3,239	New	Holders