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Williams Financial, LLCETFConcentrated trader

CIK: 0001846923 | NORTH BENNINGTON, VT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR31$196.6M2026-10-19SEC ↗
Q2 2026
13F-HR30$193.5M2026-07-21SEC ↗
Q1 2026
13F-HR25$171.8M2026-04-24SEC ↗
Q4 2025
13F-HR24$172.8M2026-02-02SEC ↗
Q3 2025
13F-HR17$97.0M2025-10-24SEC ↗
Q2 2025
13F-HR10$91.7M2025-07-11SEC ↗
Q1 2025
13F-HR15$143.1M2025-04-23SEC ↗
Q4 2024
13F-HR18$160.6M2025-01-24SEC ↗
Q3 2024
13F-HR18$160.0M2024-10-22SEC ↗
Q2 2024Amended
13F-HR/A113$9.5B2024-07-19SEC ↗
Q1 2024
13F-HR19$150.2M2024-04-10SEC ↗
Q4 2023
13F-HR30$137.4M2024-01-18SEC ↗
Q3 2023
13F-HR30$131.7M2023-10-27SEC ↗
Q2 2023
13F-HR27$134.1M2023-07-13SEC ↗
Q1 2023
13F-HR25$128.1M2023-04-11SEC ↗
Q4 2022
13F-HR23$115.2M2023-01-17SEC ↗
Q3 2022
13F-HR28$118.1K2022-10-13SEC ↗
Q2 2022
13F-HR20$122.9K2022-08-26SEC ↗
Q1 2022
13F-HR32$132.2K2022-04-19SEC ↗
Q4 2021
13F-HR34$132.5K2022-02-02SEC ↗
Q3 2021
13F-HR32$115.5K2021-11-09SEC ↗
Q2 2021
13F-HR49$123.1K2021-07-14SEC ↗
Q1 2021
13F-HR47$115.8K2021-04-29SEC ↗
Q4 2020
13F-HR24$105.9K2021-03-01SEC ↗