Helen Stephens Group, LLC

SEC CIK: 0001895252
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by Helen Stephens Group, 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): 3,482
Value: $258.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of WMB by Helen Stephens Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,482	$258.9K	<0.1%	+8+0.2%	Added	Holders
Q1 2026	3,474	$252.9K	0.1%	+3,474	New	Holders
Q4 2025	0	$0	0.0%	−3,250−100.0%	Sold out	Holders
Q3 2025	3,250	$205.9K	<0.1%	+3,250	New	Holders