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IMA Advisory Services, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1455495 DENVER, CO

Position in WMB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$50,922
+$50,122 QoQ
Shares Held
685
+6127.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,624
of 1,824 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMB Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $4,733,268 across 7 Oil & Gas Midstream names. WMB ranks #4 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WMB
Williams Companies, Inc.
This page
685 $50,922

All Filings in WMB

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $50,922 685
2026-03-31 $800 11
2025-12-31 $661 11
2025-09-30 $696 11
2025-06-30 $690 11
2023-09-30 $3,874 115
2023-06-30 $3,719 114
2023-03-31 $3,344 112
2022-12-31 $3,651 111
2022-09-30 $3,120 109
2022-06-30 $3,370 108
2022-03-31 $3,541 106
2021-12-31 $2,734 105
2021-09-30 $2,671 103
2021-06-30 $2,708 102
2021-03-31 $2,369 100