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CIK 0001846923 • 7 13F filings • Apr 23, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("williams-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001214659-25-015285 |
| $97.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008749 | $193.5M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010315 | $91.7M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005070 | $171.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006263 | $143.1M | View |