Williams Financial, LLC

Business address
12 Main Street, North Bennington, VT, 05257-0024
Top securities (13F)
SCHO, JPIE, SPYV, DBEF, IVV, AAPL, XOM, CVS, SCHM, MSFT, BRKB, IBM, TD, SCHA, SYY, AMZN, and GBTC
State of incorporation
VT
Fiscal year end
31 December
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Williams Financial, LLC has filed 21 SEC EDGAR filings since 01 Mar 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-21077
13F-HR Open Document Open Filing 11 Jul 2025 30 Jun 2025 028-21077
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-21077
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-21077
13F-HR Open Document Open Filing 22 Oct 2024 30 Sep 2024 028-21077
13F-HR/A Open Document Open Filing 08 Aug 2024 30 Jun 2024 028-21077
13F-HR Open Document Open Filing 19 Jul 2024 30 Jun 2024 028-21077
13F-HR Open Document Open Filing 10 Apr 2024 31 Mar 2024 028-21077
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-21077
13F-HR Open Document Open Filing 27 Oct 2023 30 Sep 2023 028-21077
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-21077
13F-HR Open Document Open Filing 11 Apr 2023 31 Mar 2023 028-21077
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-21077
13F-HR Open Document Open Filing 13 Oct 2022 30 Sep 2022 028-21077
13F-HR Open Document Open Filing 26 Aug 2022 30 Jun 2022 028-21077
13F-HR Open Document Open Filing 19 Apr 2022 31 Mar 2022 028-21077
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-21077
13F-HR Open Document Open Filing 09 Nov 2021 30 Sep 2021 028-21077
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-21077
13F-HR Open Document Open Filing 29 Apr 2021 31 Mar 2021 028-21077
13F-HR Open Document Open Filing 01 Mar 2021 31 Dec 2020 028-21077