SEC 13F Intelligence

Dividend Assets Capital, LLC / WMB

Dividend Assets Capital, LLC’s Williams Cos Inc Position

Does Dividend Assets Capital, LLC own Williams Cos Inc (WMB)? Yes95.1K shares worth $7M (+1.38% of its 13F portfolio) as of Q1 2026, down from 108.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
95.1K
% of Portfolio
+1.38%
Quarters Held
30
currently held

Position History WMB

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $15MQ2 ’19: $15MQ3 ’19: $13MQ4 ’19: $13MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $5MQ2 ’22: $4MQ3 ’22: $5MQ4 ’22: $5,082Q4 ’22Q1 ’23: $5,082Q2 ’23: $4,880Q3 ’23: $4,708Q4 ’23: $4,703Q4 ’23Q1 ’24: $4,864Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202695.1K$7M+1.38%
Q4 2025108.5K$7M+1.25%
Q3 2025111.7K$7M+1.24%
Q2 2025113.2K$7M+1.29%
Q1 2025108.5K$6M+1.23%
Q4 2024114.7K$6M+1.21%
Q3 2024118.5K$5M+1.03%
Q2 2024122.4K$5M+1.06%
Q1 2024124.8K$4,864+1.03%
Q4 2023134.9K$4,703+0.93%
Q3 2023139.8K$4,708+0.98%
Q2 2023149.6K$4,880+1.00%
Q1 2023167.8K$5,082+1.08%
Q4 2022167.8K$5,082+1.08%
Q3 2022159.8K$5M+1.06%
Q2 2022138.0K$4M+0.93%
Q1 2022146.4K$5M+0.92%
Q4 2021148.7K$4M+0.72%
Q3 2021148.3K$4M+0.77%
Q2 2021147.5K$4M+0.77%
Q1 2021174.1K$4M+0.78%
Q4 2020178.9K$4M+0.70%
Q3 2020195.9K$4M+0.91%
Q2 2020453.1K$9M+1.81%
Q1 2020530.8K$8M+1.84%
Q4 2019534.6K$13M+2.04%
Q3 2019537.9K$13M+2.08%
Q2 2019531.7K$15M+2.36%
Q1 2019534.7K$15M+2.48%
Q4 2018516.6K$11M+1.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dividend Assets Capital, LLC’s full portfolio or all institutional holders of WMB.