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RAFFA WEALTH MANAGEMENT, LLC

Position in WMB — Williams Companies, Inc.

CIK 1631073 WASHINGTON, DC

Position in WMB

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$8,103
+$243 QoQ
Shares Held
109
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,751
of 1,824 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMB Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $99,164 across 14 Oil & Gas Midstream names. WMB ranks #5 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WMB
Williams Companies, Inc.
This page
109 $8,103

All Filings in WMB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,103 109
2026-03-31 $7,860 108
2025-12-31 $5,890 98
2025-09-30 $3,547 56
2025-06-30 $2,009 32
2025-03-31 $1,912 32
2024-12-31 $1,731 32
2024-09-30 $1,460 32
2024-06-30 $1,360 32
2024-03-31 $1,247 32
2023-12-31 $1,114 32
2023-09-30 $1,078 32
2023-06-30 $17,228 528
2023-03-31 $14,840 497
2022-12-31 $16,121 490
2022-09-30 $13,685 478
2022-06-30 $14,918 478
2022-03-31 $15,969 478
2021-12-31 $12,447 478
2021-09-30 $12,347 476
2021-06-30 $11,177 421
2021-03-31 $9,997 422
2020-12-31 $7,679 383
2020-09-30 $6,641 338
2020-06-30 $5,420 285
2020-03-31 $3,763 266