Basepoint Wealth LLC

SEC CIK: 0002088236
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WMB holding history

Williams Companies, Inc. in every 13F filed by Basepoint Wealth 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): 731
Value: $54.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of WMB by Basepoint Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	731	$54.4K	<0.1%	+3+0.4%	Added	Holders
Q1 2026	728	$53.0K	<0.1%	−97−11.8%	Reduced	Holders
Q4 2025	825	$49.6K	<0.1%	+825	New	Holders