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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Arkadios Wealth Advisors, 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)
140,994
Value
$10.5M
% of portfolio
0.2%
Quarters held
13
Since Q1 2021
Holdings of WMB by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026140,994$10.5M0.2%+9,404+7.1%AddedHolders
Q1 2026131,590$9.58M0.2%+15,024+12.9%AddedHolders
Q4 2025116,566$7.01M0.1%+18,380+18.7%AddedHolders
Q3 202598,186$6.22M0.2%+19,429+24.7%AddedHolders
Q2 202578,757$4.95M0.1%+16,609+26.7%AddedHolders
Q1 202562,148$3.71M0.1%+51,596+489.0%AddedHolders
Q4 202410,552$571.1K<0.1%−9,451−47.2%ReducedHolders
Q3 202420,003$913.1K0.1%+13,909+228.2%AddedHolders
Q2 20246,094$259.0K<0.1%+6,094NewHolders
Q1 20220$00.0%−15,551−100.0%Sold outHolders
Q4 202115,551$405.0K0.1%−28,761−64.9%ReducedHolders
Q3 202144,312$1.15M0.2%−7,503−14.5%ReducedHolders
Q2 202151,815$1.38M0.2%+4,333+9.1%AddedHolders
Q1 202147,482$1.12M0.2%––Holders

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