Ownership history in Accel Wealth Management · 16 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in WILLIAMS COMPANIES INC COM (WMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,068 | +6 | +0.1% | 0.07% | $258K | $62.38 |
| 2025 Q2 | ADDED | 4,062 | +7 | +0.2% | 0.09% | $255K | $61.33 |
| 2025 Q1 | REDUCED | 4,055 | -906 | -18.3% | 0.09% | $242K | $57.86 |
| 2024 Q4 | ADDED | 4,961 | +8 | +0.2% | 0.10% | $269K | $51.94 |
| 2024 Q3 | REDUCED | 4,953 | -470 | -8.7% | 0.08% | $226K | $43.43 |
| 2024 Q2 | ADDED | 5,423 | +1,479 | +37.5% | 0.09% | $230K | $40.01 |
| 2023 Q1 | ADDED | 3,944 | +60 | +1.5% | 0.05% | $118K | $26.35 |
| 2022 Q4 | ADDED | 3,884 | +49 | +1.3% | 0.06% | $128K | $28.60 |
| 2022 Q3 | ADDED | 3,835 | +56 | +1.5% | 0.06% | $118K | $24.57 |
| 2022 Q2 | ADDED | 3,779 | +52 | +1.4% | 0.07% | $119K | $26.45 |
As of 2025 Q4 — sorted by position size