CFM Wealth Partners LLC

SEC CIK: 0001801097
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by CFM Wealth Partners 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 Q2 2026 holdings

Shares (Q2 2026): 226,183
Value: $16.8M
% of portfolio: 2.1%
Quarters held: 22; Since Q1 2021

Holdings of WMB by CFM Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	226,183	$16.8M	2.1%	−222−0.1%	Reduced	Holders
Q1 2026	226,405	$16.5M	2.5%	−453−0.2%	Reduced	Holders
Q4 2025	226,858	$13.6M	2.0%	+1,786+0.8%	Added	Holders
Q3 2025	225,072	$14.3M	2.1%	+3,059+1.4%	Added	Holders
Q2 2025	222,013	$13.9M	2.2%	00.0%	Unchanged	Holders
Q1 2025	222,013	$13.3M	2.3%	00.0%	Unchanged	Holders
Q4 2024	222,013	$12.0M	2.0%	−1,643−0.7%	Reduced	Holders
Q3 2024	223,656	$10.2M	1.8%	−1,186−0.5%	Reduced	Holders
Q2 2024	224,842	$9.56M	1.8%	+1,087+0.5%	Added	Holders
Q1 2024	223,755	$8.72M	1.7%	−3,352−1.5%	Reduced	Holders
Q4 2023	227,107	$7.91M	1.8%	+1,539+0.7%	Added	Holders
Q3 2023	225,568	$7.60M	2.0%	00.0%	Unchanged	Holders
Q2 2023	225,568	$7.36M	1.8%	−167,472−42.6%	Reduced	Holders
Q1 2023	393,040	$11.7M	3.2%	00.0%	Unchanged	Holders
Q4 2022	393,040	$12.9M	3.9%	00.0%	Unchanged	Holders
Q3 2022	393,040	$11.3M	3.6%	−28,955−6.9%	Reduced	Holders
Q2 2022	421,995	$13.2M	4.0%	+9,922+2.4%	Added	Holders
Q1 2022	412,073	$13.8M	3.3%	−432−0.1%	Reduced	Holders
Q4 2021	412,505	$10.9M	2.4%	+2,461+0.6%	Added	Holders
Q3 2021	410,044	$10.6M	2.7%	+6,700+1.7%	Added	Holders
Q2 2021	403,344	$10.7M	2.8%	−81,842−16.9%	Reduced	Holders
Q1 2021	485,186	$11.5M	3.5%	–	–	Holders

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