Lido Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1650150 Los Angeles, CA

Position in WMB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$17,693,735

+$13,626,572 QoQ

Shares Held

238,011

+325.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#285

of 1,827 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Energy · as of Jun 30, 2026

Lido Advisors, LLC holds $122,206,437 across 21 Oil & Gas Midstream names. WMB ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	84,034	$20,084,965
2	WMB	Williams Companies, Inc. This page	238,011	$17,693,735
3	OKE	Oneok Inc /New/	202,981	$17,647,167
4	EPD	Enterprise Products Partners L.P.	407,351	$14,974,222
5	ET	Energy Transfer LP	521,197	$9,965,286
6	ENB	Enbridge Inc	180,411	$9,780,080
7	KMI	Kinder Morgan, Inc.	304,173	$9,724,410
8	MPLX	Mplx LP	103,806	$5,847,391

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,693,735	238,011	+325.9%	Shares	Defined	2026-08-07
2026-03-31	$4,067,163	55,883	+18.2%	Shares	Defined	2026-05-13
2025-12-31	$2,840,797	47,260	+5.1%	Shares	Defined	2026-02-10
2025-09-30	$2,849,925	44,987	+16.0%	Shares	Sole	2025-11-14
2025-06-30	$2,436,523	38,792	-20.1%	Shares	Defined	2025-08-13
2025-03-31	$2,901,107	48,546	+22.8%	Shares	Defined	2025-05-15
2024-12-31	$2,138,712	39,518	+5.7%	Shares	Sole	2025-02-14
2024-09-30	$1,706,944	37,392	-0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,589,372	37,397	+16.1%	Shares	Defined	2024-08-15
2024-03-31	$1,255,262	32,211	+14.8%	Shares	Defined	2024-05-15
2023-12-31	$977,503	28,065	+38.2%	Shares	Sole	2024-02-14
2023-09-30	$684,378	20,314	-7.0%	Shares	Sole	2023-11-14
2023-06-30	$712,638	21,840	-21.1%	Shares	Sole	2023-08-09
2023-03-31	$826,554	27,681	+5.2%	Shares	Defined	2023-05-15
2022-12-31	$866,026	26,323	-0.0%	Shares	Sole	2023-02-14
2022-09-30	$753,999	26,336	+5.3%	Shares	Sole	2022-11-14
2022-06-30	$780,811	25,018	-2.3%	Shares	Sole	2022-08-15
2022-03-31	$855,496	25,606	-0.6%	Shares	Sole	2022-05-17
2021-12-31	$670,530	25,750	-79.6%	Shares	Sole	2022-02-15
2021-09-30	$3,267,350	125,958	+881.9%	Shares	Sole	2022-02-15
2021-06-30	$340,583	12,828	+3.4%	Shares	Sole	2021-08-12
2021-03-31	$293,992	12,410	-12.2%	Shares	Sole	2021-05-13
2020-12-31	$283,306	14,130	-5.4%	Shares	Sole	2021-02-08
2020-09-30	$293,492	14,936	-11.4%	Shares	Sole	2020-11-12
2020-06-30	$320,467	16,849	-9.0%	Shares	Sole	2020-08-12
2020-03-31	$262,072	18,521	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.