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Consolidated Planning Corp

SEC CIK
0001805250
Latest filing
Jul 24, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Consolidated Planning Corp, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2021
Holdings of WMB by Consolidated Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−120,692−100.0%Sold outHolders
Q4 2025120,692$7.25M0.7%−2,072−1.7%ReducedHolders
Q3 2025122,764$7.78M0.8%+8,444+7.4%AddedHolders
Q2 2025114,320$7.18M0.9%+1,749+1.6%AddedHolders
Q1 2025112,571$6.73M0.9%+7,236+6.9%AddedHolders
Q4 2024105,335$5.70M0.8%+1,691+1.6%AddedHolders
Q3 2024103,644$4.73M0.7%+8,344+8.8%AddedHolders
Q2 202495,300$4.05M0.7%+95,300NewHolders
Q4 20210$00.0%−8−100.0%Sold outHolders
Q3 20218$00.0%+8NewHolders