WMB β€” WILLIAMS COS INC

Ownership history in Portfolio Design Labs, LLC  Β·  4 quarters on record

AI Ownership Summary

Portfolio Design Labs, LLC reported WILLIAMS COS INC (WMB) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows WMB at 0.04% 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.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Portfolio Design Labs, LLC's position in WILLIAMS COS INC, 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 Q3

WMB was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2024 Q4 to 2025 Q3

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 Portfolio Design Labs, LLC held WMB β€” position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,318 -303 -8.4% 0.04% $210K 2025-11-12 $59.51
2025 Q2 REDUCED 3,621 -924 -20.3% 0.04% $227K 2025-08-13 $56.50
2025 Q1 ADDED 4,545 +514 +12.8% 0.06% $272K 2025-05-14 $56.35
2024 Q4 INITIATED 4,031 β€” β€” 0.04% $218K 2025-01-29 $53.10

FAQ About Portfolio Design Labs, 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 Portfolio Design Labs, LLC reported owning WMB?

Portfolio Design Labs, LLC reported WMB across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported WMB position in Portfolio Design Labs, LLC's portfolio?

The largest reported portfolio weight for WMB was 0.06% in 2025 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2025 Q3, when Portfolio Design Labs, LLC reported 3,318 shares, equal to 0.04% of portfolio, with an estimated market value of $210K.

What does the chart on this WMB ownership page compare?

The chart compares Portfolio Design Labs, 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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