Institute for Wealth Management, LLC.

Position in WMB — Williams Companies, Inc.

CIK 1533954 DENVER, CO

Position in WMB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$483,656

+$2,799 QoQ

Shares Held

6,506

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,131

of 1,827 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,412,082 across 16 Oil & Gas Midstream names. WMB ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	6,863	$1,640,325
2	WMB	Williams Companies, Inc. This page	6,506	$483,656
3	OKE	Oneok Inc /New/	3,859	$335,501
4	EPD	Enterprise Products Partners L.P.	6,085	$223,684
5	TRGP	Targa Resources Corp.	717	$192,256
6	KMI	Kinder Morgan, Inc.	4,360	$139,389
7	ENB	Enbridge Inc	2,223	$120,508
8	ET	Energy Transfer LP	6,124	$117,090

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,656	6,506	-1.5%	Shares	Sole	2026-07-28
2026-03-31	$480,857	6,607	+3.0%	Shares	Sole	2026-05-14
2025-12-31	$385,425	6,412	+4.5%	Shares	Sole	2026-01-27
2025-09-30	$388,525	6,133	-0.8%	Shares	Sole	2025-10-17
2025-06-30	$388,228	6,181	+1.3%	Shares	Sole	2025-07-18
2025-03-31	$364,476	6,099	-0.8%	Shares	Sole	2025-04-21
2024-12-31	$332,783	6,149	+0.8%	Shares	Sole	2025-01-23
2024-09-30	$278,419	6,099	0.0%	Shares	Sole	2024-11-12
2024-06-30	$259,207	6,099	+1.9%	Shares	Sole	2024-07-25
2024-03-31	$233,352	5,988	-3.1%	Shares	Sole	2024-04-30
2022-12-31	$203,322	6,180	0.0%	Shares	Sole	2023-02-02
2022-03-31	$206,473	6,180	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.