Skip to main content

Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

WMB holding history

Williams Companies, Inc. in every 13F filed by Retirement Group, LLC, 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 Q1 2024 holdings

Shares (Q1 2024)
760
Value
$29.6K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of WMB by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024760$29.6K<0.1%00.0%UnchangedHolders
Q4 2023760$26.5K<0.1%00.0%UnchangedHolders
Q3 2023760$25.6K<0.1%00.0%UnchangedHolders
Q2 2023760$24.8K<0.1%00.0%UnchangedHolders
Q1 2023760$23.0K<0.1%+175+29.9%AddedHolders
Q4 2022585$19.0K<0.1%+200+51.9%AddedHolders
Q3 2022385$11.0K<0.1%−400−51.0%ReducedHolders
Q2 2022785$24.0K<0.1%+200+34.2%AddedHolders
Q1 2022585$20.0K<0.1%+385+192.5%AddedHolders
Q4 2021200$5.00K<0.1%00.0%UnchangedHolders
Q3 2021200$5.00K<0.1%00.0%UnchangedHolders
Q2 2021200$5.00K<0.1%00.0%UnchangedHolders
Q1 2021200$5.00K<0.1%––Holders

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