SEC 13F Intelligence

Vivid Wealth Management, LLC / WMB

Vivid Wealth Management, LLC’s Williams Cos Inc Position

Does Vivid Wealth Management, LLC own Williams Cos Inc (WMB)? Not currently — the last reported position was 50.9K shares worth $2M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2024
Shares
50.9K
% of Portfolio
+1.21%
Quarters Held
1
position exited

Position History WMB

Reported value by quarter
Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202450.9K$2M+1.21%

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