First Personal Financial Services

SEC CIK: 0001633869
Latest filing: Nov 1, 2024

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by First Personal Financial Services, 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 Q3 2024 holdings

Shares (Q3 2024): 3
Value: $137
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of WMB by First Personal Financial Services, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	3	$137	<0.1%	+3	New	Holders
Q3 2021	0	$0	0.0%	−787−100.0%	Sold out	Holders
Q2 2021	787	$21.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2021	787	$19.0K	<0.1%	–	–	Holders

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