Pinnacle Family Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1679064 Springfield, MO

Position in WMB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$517,183

+$11,945 QoQ

Shares Held

6,957

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,110

of 1,824 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Pinnacle Family Advisors, LLC holds $819,647 across 2 Oil & Gas Midstream names. WMB ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WMB	Williams Companies, Inc. This page	6,957	$517,183
2	OKE	Oneok Inc /New/	3,479	$302,464

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,183	6,957	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$505,238	6,942	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$416,321	6,926	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$437,558	6,907	+5.8%	Shares	Sole	2025-11-14
2025-06-30	$410,023	6,528	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$391,308	6,548	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$353,349	6,529	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$297,181	6,510	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$267,707	6,299	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$246,835	6,334	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$219,777	6,310	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$211,741	6,285	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$204,263	6,260	+0.9%	Shares	Sole	2023-08-14
2022-12-31	$204,144	6,205	-3.2%	Shares	Sole	2023-02-10
2022-03-31	$214,091	6,408	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.