HORIZON FINANCIAL SERVICES, LLC
Position in WMB — Williams Companies, Inc.
CIK 1674020
WINSTON SALEM, NC
Position in WMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,692
+$4,519 QoQ
Shares Held
238
+31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,703
of 1,824 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HORIZON FINANCIAL SERVICES, LLC holds $176,501 across 5 Oil & Gas Midstream names. WMB ranks #3 (10.0% of the industry book) .
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,692 | 238 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,173 | 181 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,628 | 77 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,737 | 59 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $7,365 | 189 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||