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Wealthcare Advisory Partners LLC

Position in WMB — Williams Companies, Inc.

CIK 1683059 WEST CHESTER, PA

Position in WMB

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$625,422
-$106,963 QoQ
Shares Held
8,413
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,033
of 1,824 holders
Holding Since
Mar 2020
11 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, 2026

Wealthcare Advisory Partners LLC holds $9,237,624 across 8 Oil & Gas Midstream names. WMB ranks #6 (6.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 WMB
Williams Companies, Inc.
This page
8,413 $625,422

All Filings in WMB

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $625,422 8,413
2026-03-31 $732,385 10,063
2025-12-31 $532,875 8,865
2025-09-30 $427,802 6,753
2025-06-30 $404,307 6,437
2025-03-31 $359,097 6,009
2024-12-31 $334,569 6,182
2024-09-30 $283,760 6,216
2024-06-30 $235,025 5,530
2021-03-31 $68,203 2,879
2020-03-31 $8,277 585