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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Bartlett & Co. Wealth Management 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)
74,121
Value
$5.51M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WMB by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,121$5.51M0.1%−224−0.3%ReducedHolders
Q1 202674,345$5.61M0.1%−1,650−2.2%ReducedHolders
Q4 202575,995$4.57M0.1%−655−0.9%ReducedHolders
Q3 202576,650$4.86M0.1%−2,557−3.2%ReducedHolders
Q2 202579,207$4.97M0.1%+582+0.7%AddedHolders
Q1 202578,625$4.70M0.1%−3,203−3.9%ReducedHolders
Q4 202481,828$4.43M0.1%−4,793−5.5%ReducedHolders
Q3 202486,621$3.95M0.1%−17,535−16.8%ReducedHolders
Q2 2024104,156$4.43M0.1%−12,732−10.9%ReducedHolders
Q1 2024116,888$4.56M0.1%−11,850−9.2%ReducedHolders
Q4 2023128,738$4.50M0.1%+1,510+1.2%AddedHolders
Q3 2023127,228$4.29M0.1%−2,955−2.3%ReducedHolders
Q2 2023130,183$4.25M0.1%+129,495+18,821.9%AddedHolders
Q1 2023688$20.5K<0.1%00.0%UnchangedHolders
Q4 2022688$22.6K<0.1%+240+53.6%AddedHolders
Q3 2022448$12.8K<0.1%00.0%UnchangedHolders
Q2 2022448$14.0K<0.1%00.0%UnchangedHolders
Q1 2022448$15.0K<0.1%+448NewHolders
Q4 20210$00.0%−232−100.0%Sold outHolders
Q3 2021232$6.02K<0.1%−24−9.4%ReducedHolders
Q2 2021256$6.80K<0.1%−666−72.2%ReducedHolders
Q1 2021922$21.8K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.