ASSETMARK, INC

Position in WMB — Williams Companies, Inc.

CIK 1344551 CONCORD, CA

Position in WMB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$13,844,793

+$3,368,282 QoQ

Shares Held

190,228

+9.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

ASSETMARK, INC holds $75,711,454 across 34 Oil & Gas Midstream names. WMB ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	794,748	$43,027,656
2	WMB	Williams Companies, Inc. This page	190,228	$13,844,793
3	TRP	Tc Energy Corp	112,138	$7,019,838
4	PAGP	Plains Gp Holdings LP	231,191	$5,613,317
5	KMI	Kinder Morgan, Inc.	75,622	$2,535,605
6	AM	Antero Midstream Corp	40,538	$924,266
7	LNG	Cheniere Energy, Inc.	2,196	$623,136
8	OKE	Oneok Inc /New/	5,416	$489,552

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,844,793	190,228	+9.1%	Shares	Sole	2026-05-06
2025-12-31	$10,476,511	174,289	+13.2%	Shares	Sole	2026-01-23
2025-09-30	$9,752,985	153,954	+233.1%	Shares	Sole	2025-11-06
2025-06-30	$2,903,392	46,225	+4.8%	Shares	Sole	2025-08-04
2025-03-31	$2,636,372	44,116	-20.4%	Shares	Sole	2025-05-06
2024-12-31	$3,001,116	55,453	-8.6%	Shares	Sole	2025-02-06
2024-09-30	$2,770,635	60,693	-10.6%	Shares	Sole	2024-11-01
2024-06-30	$2,886,260	67,912	-27.3%	Shares	Sole	2024-08-13
2024-03-31	$3,640,187	93,410	-27.3%	Shares	Sole	2024-05-07
2023-12-31	$4,476,351	128,520	-91.9%	Shares	Sole	2024-02-09
2023-09-30	$53,514,678	1,588,444	-0.7%	Shares	Sole	2023-10-27
2023-06-30	$52,199,124	1,599,728	+181.5%	Shares	Defined	2023-08-11
2023-03-31	$16,967,855	568,247	+8.7%	Shares	Defined	2023-05-05
2022-12-31	$17,202,423	522,870	+4.9%	Shares	Defined	2023-02-10
2022-09-30	$14,266,987	498,323	-75.5%	Shares	Sole	2022-11-01
2022-06-30	$63,572,772	2,036,936	-1.7%	Shares	Sole	2022-08-03
2022-03-31	$69,241,289	2,072,472	-1.2%	Shares	Sole	2022-05-13
2021-12-31	$54,634,185	2,098,087	+5.0%	Shares	Sole	2022-02-14
2021-09-30	$51,850,013	1,998,844	+7.0%	Shares	Sole	2021-11-12
2021-06-30	$49,589,373	1,867,773	+84.3%	Shares	Sole	2021-08-16
2021-03-31	$24,006,664	1,013,367	+392677.9%	Shares	Sole	2021-05-14
2020-12-31	$5,172	258	+360.7%	Shares	Sole	2021-02-10
2020-09-30	$1,100	56	-82.1%	Shares	Sole	2020-11-13
2020-06-30	$5,934	312	+2128.6%	Shares	Sole	2020-08-11
2020-03-31	$198	14	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.