Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by Acumen Wealth Advisors, 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): 28,138
Value: $2.09M
% of portfolio: 0.4%
Quarters held: 3; Since Q4 2025

Holdings of WMB by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,138	$2.09M	0.4%	+16,760+147.3%	Added	Holders
Q1 2026	11,378	$828.1K	0.2%	+9,804+622.9%	Added	Holders
Q4 2025	1,574	$94.6K	<0.1%	–	No prior filing	Holders