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Allworth Financial LP

Position in WMB — Williams Companies, Inc.

CIK 1555170 FOLSOM, CA

Position in WMB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,517,303
+$817,253 QoQ
Shares Held
89,548
-5.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.3763344798320454.ToString("F0")% Shared 0.ToString("F0")% None 99.62366552016796.ToString("F0")%

Common Shares in WMB Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Mar 31, 2026

Allworth Financial LP holds $49,282,264 across 43 Oil & Gas Midstream names. WMB ranks #3 (13.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WMB
Williams Companies, Inc.
This page
89,548 $6,517,303

All Filings in WMB

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,517,303 89,548
2025-12-31 $5,700,050 94,827
2025-09-30 $6,516,687 102,868
2025-06-30 $6,092,130 96,993
2025-03-31 $3,859,898 64,590
2024-12-31 $2,142,773 39,593
2024-09-30 $1,025,664 22,468
2024-06-30 $1,595,620 37,544
2024-03-31 $1,015,908 26,069
2023-12-31 $916,446 26,312
2023-09-30 $597,491 17,735
2023-06-30 $445,822 13,663
2023-03-31 $386,806 12,954
2022-12-31 $381,311 11,590
2022-09-30 $325,637 11,374
2022-06-30 $348,334 11,161
2022-03-31 $273,895 8,198
2021-12-31 $179,233 6,883
2021-09-30 $142,903 5,509
2021-06-30 $48,586 1,830
2021-03-31 $41,954 1,771
2020-12-31 $30,075 1,500
2020-09-30 $29,475 1,500
2020-06-30 $28,530 1,500
2020-03-31 $21,225 1,500