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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Plan Group Financial, 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)
2,948
Value
$219.2K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of WMB by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,948$219.2K<0.1%+2,948NewHolders