WMB WILLIAMS COS

Ownership history in IFG Advisory, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in WILLIAMS COS (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.

Peak position
0.02% (2024 Q2)
Avg. % of fund
0.02%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,296 +92 +2.9% 0.01% $209K $62.38
2025 Q2 REDUCED 3,204 -1,796 -35.9% 0.01% $201K $61.33
2025 Q1 UNCHANGED 5,000 0% 0.02% $299K $57.86
2024 Q4 REDUCED 5,000 -3,782 -43.1% 0.02% $271K $51.94
2024 Q2 INITIATED 8,782 0.02% $373K
% of Fund (quarterly)    WMB price (monthly, adj. close)
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