Allworth Financial LP

Position in WMB — Williams Companies, Inc.

CIK 1555170 FOLSOM, CA

Position in WMB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,586,226

+$68,923 QoQ

Shares Held

88,596

-1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#458

of 1,827 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Allworth Financial LP holds $39,125,685 across 44 Oil & Gas Midstream names. WMB ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	133,142	$11,575,365
2	WMB	Williams Companies, Inc. This page	88,596	$6,586,226
3	ENB	Enbridge Inc	79,668	$4,318,802
4	KMI	Kinder Morgan, Inc.	114,601	$3,663,793
5	EPD	Enterprise Products Partners L.P.	81,212	$2,985,353
6	ET	Energy Transfer LP	125,029	$2,390,554
7	LNG	Cheniere Energy, Inc.	9,617	$2,298,559
8	MPLX	Mplx LP	26,006	$1,464,917

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,586,226	88,596	-1.1%	Shares	Sole	2026-08-11
2026-03-31	$6,517,303	89,548	-5.6%	Shares	Sole	2026-05-15
2025-12-31	$5,700,050	94,827	-7.8%	Shares	Sole	2026-02-05
2025-09-30	$6,516,687	102,868	+6.1%	Shares	Sole	2025-12-02
2025-06-30	$6,092,130	96,993	+50.2%	Shares	Sole	2025-08-07
2025-03-31	$3,859,898	64,590	+63.1%	Shares	Sole	2025-04-30
2024-12-31	$2,142,773	39,593	+76.2%	Shares	Sole	2025-01-30
2024-09-30	$1,025,664	22,468	-40.2%	Shares	Sole	2024-10-23
2024-06-30	$1,595,620	37,544	+44.0%	Shares	Sole	2024-07-24
2024-03-31	$1,015,908	26,069	-0.9%	Shares	Sole	2024-04-25
2023-12-31	$916,446	26,312	+48.4%	Shares	Sole	2024-01-24
2023-09-30	$597,491	17,735	+29.8%	Shares	Sole	2023-10-31
2023-06-30	$445,822	13,663	+5.5%	Shares	Sole	2023-07-18
2023-03-31	$386,806	12,954	+11.8%	Shares	Sole	2023-04-18
2022-12-31	$381,311	11,590	+1.9%	Shares	Sole	2023-01-13
2022-09-30	$325,637	11,374	+1.9%	Shares	Sole	2022-11-14
2022-06-30	$348,334	11,161	+36.1%	Shares	Sole	2022-07-13
2022-03-31	$273,895	8,198	+19.1%	Shares	Sole	2022-04-22
2021-12-31	$179,233	6,883	+24.9%	Shares	Sole	2022-01-21
2021-09-30	$142,903	5,509	+201.0%	Shares	Sole	2021-11-02
2021-06-30	$48,586	1,830	+3.3%	Shares	Sole	2021-08-02
2021-03-31	$41,954	1,771	+18.1%	Shares	Sole	2021-04-29
2020-12-31	$30,075	1,500	0.0%	Shares	Sole	2021-01-26
2020-09-30	$29,475	1,500	0.0%	Shares	Sole	2020-11-03
2020-06-30	$28,530	1,500	0.0%	Shares	Sole	2020-07-24
2020-03-31	$21,225	1,500	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.