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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by SageView Advisory 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 Q2 2026 holdings

Shares (Q2 2026)
11,413
Value
$848.4K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of WMB by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,413$848.4K<0.1%+2,504+28.1%AddedHolders
Q1 20268,909$648.4K<0.1%+494+5.9%AddedHolders
Q4 20258,415$505.8K<0.1%−8,642−50.7%ReducedHolders
Q3 202517,057$1.08M<0.1%−311−1.8%ReducedHolders
Q2 202517,368$998.8K<0.1%+10.0%AddedHolders
Q1 202517,367$1.04M<0.1%−765−4.2%ReducedHolders
Q4 202418,132$981.3K<0.1%−1,204−6.2%ReducedHolders
Q3 202419,336$882.7K<0.1%−9,278−32.4%ReducedHolders
Q2 202428,614$1.22M0.1%+28,614NewHolders
Q1 20240$00.0%−45,506−100.0%Sold outHolders
Q4 202345,506$1.60M0.1%+7,293+19.1%AddedHolders
Q3 202338,213$1.29M0.1%−5,696−13.0%ReducedHolders
Q2 202343,909$1.43M0.1%+1,891+4.5%AddedHolders
Q1 202342,018$1.25M0.1%+29,649+239.7%AddedHolders
Q4 202212,369$406.9K<0.1%–No prior filingHolders