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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Heritage Trust Co, 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)
8,979
Value
$667.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WMB by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,979$667.5K0.1%−455−4.8%ReducedHolders
Q1 20269,434$686.6K0.1%+100+1.1%AddedHolders
Q4 20259,334$561.1K0.1%−529−5.4%ReducedHolders
Q3 20259,863$624.8K0.1%+30+0.3%AddedHolders
Q2 20259,833$617.6K0.1%+400+4.2%AddedHolders
Q1 20259,433$563.7K0.1%−400−4.1%ReducedHolders
Q4 20249,833$532.2K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20249,933$422.2K0.1%+2,722+37.7%AddedHolders
Q1 20247,211$281.0K<0.1%00.0%UnchangedHolders
Q4 20237,211$251.2K<0.1%−976−11.9%ReducedHolders
Q3 20238,187$275.8K<0.1%−3,736−31.3%ReducedHolders
Q2 202311,923$389.0K0.1%00.0%UnchangedHolders
Q1 202311,923$356.0K0.1%00.0%UnchangedHolders
Q4 202211,923$392.3K0.1%−641−5.1%ReducedHolders
Q3 202212,564$360.0K0.1%−2,159−14.7%ReducedHolders
Q2 202214,723$459.0K0.1%00.0%UnchangedHolders
Q1 202214,723$492.0K0.1%+257+1.8%AddedHolders
Q4 202114,466$376.0K<0.1%−2,849−16.5%ReducedHolders
Q3 202117,315$450.0K0.1%+700+4.2%AddedHolders
Q2 202116,615$441.0K0.1%−681−3.9%ReducedHolders
Q1 202117,296$410.0K0.1%––Holders

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