WMB WILLIAMS COS INC DEL

Ownership history in Lavaca Capital LLC  ·  17 quarters on record

AI Ownership Summary

Lavaca Capital LLC reported WILLIAMS COS INC DEL (WMB) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q1. The latest visible filing shows WMB at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lavaca Capital LLC's position in WILLIAMS COS INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMB was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lavaca Capital LLC held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 47,300 0% 0.46% $2.8M 2026-02-14 (Est.) $71.76
2025 Q3 UNCHANGED 47,300 0% 0.52% $3.0M 2025-11-13 $58.68
2025 Q2 UNCHANGED 47,300 0% 1.11% $3.0M 2025-08-14 $55.99
2025 Q1 UNCHANGED 47,300 0% 1.17% $2.8M 2025-05-15 $56.91
2024 Q4 UNCHANGED 47,300 0% 1.01% $2.6M 2025-02-14 $54.68
2024 Q3 UNCHANGED 47,300 0% 0.92% $2.2M 2024-11-14 $52.88
2024 Q2 UNCHANGED 47,300 0% 1.03% $2.0M 2024-08-13 $40.59
2024 Q1 UNCHANGED 47,300 0% 1.08% $1.8M 2024-05-15 $37.66
2023 Q4 UNCHANGED 47,300 0% 0.93% $1.6M 2024-02-14 $30.36
2023 Q3 UNCHANGED 47,300 0% 0.54% $1.6M 2023-11-13 $31.68
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lavaca Capital LLC and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lavaca Capital LLC reported owning WMB?

Lavaca Capital LLC reported WMB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WMB position in Lavaca Capital LLC's portfolio?

The largest reported portfolio weight for WMB was 1.17% in 2025 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q4, when Lavaca Capital LLC reported 47,300 shares, equal to 0.46% of portfolio, with an estimated market value of $2.8M.

What does the chart on this WMB ownership page compare?

The chart compares Lavaca Capital LLC's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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