Independent Solutions Wealth Management, LLC
Position in OKE — Oneok Inc /New/
CIK 1818391
Williamsville, NY
Position in OKE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$465,042
-$18,002 QoQ
Shares Held
5,349
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#996
of 1,649 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $2,836,368 across 3 Oil & Gas Midstream names. OKE ranks #2 (16.4% of the industry book) .
All Filings in OKE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,042 | 5,349 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $483,044 | 5,344 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||