Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$424,853
+$8,916 QoQ
Shares Held
5,715
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,185
of 1,827 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Alpha Family Trust holds $1,042,539 across 3 Oil & Gas Midstream names. WMB ranks #1 (40.8% of the industry book) .
All Filings in WMB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,853 | 5,715 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $415,937 | 5,715 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $343,528 | 5,715 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $362,045 | 5,715 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $358,959 | 5,715 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $341,528 | 5,715 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $309,295 | 5,715 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $260,889 | 5,715 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $242,887 | 5,715 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $222,713 | 5,715 | Shares | Defined | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||