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Equibles

Transamerica Financial Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1502149 CEDAR RAPIDS, IA
Back to WMB Full portfolio

Position in WMB

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$5,241,193
+$432,401 QoQ
Shares Held
70,503
+6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WMB Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $12,249,506 across 22 Oil & Gas Midstream names. WMB ranks #2 (42.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TRGP
Targa Resources Corp.
 24,312 $6,519,019
2 WMB
Williams Companies, Inc.
This page 		70,503 $5,241,193
3 ENB
Enbridge Inc
 3,292 $178,459
4 TK
Teekay Corp Ltd
 13,720 $137,200
5 TRP
Tc Energy Corp
 838 $55,551
6 OKE
Oneok Inc /New/
 363 $31,559
7 LNG
Cheniere Energy, Inc.
 132 $31,549
8 KMI
Kinder Morgan, Inc.
 778 $24,872

All Filings in WMB

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,241,193 70,503
2026-03-31 $4,808,792 66,073
2025-12-31 $4,248,394 70,677
2025-09-30 $4,610,169 72,773
2025-06-30 $4,509,695 71,799
2025-03-31 $4,512,656 75,513
2023-09-30 $1 1
2023-06-30 $1 1
2023-03-31 $1 1
2022-12-31 $1 1
2022-09-30 $28 1
2022-06-30 $31 1
2020-06-30 $19 1