Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,263
+$26 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,804
of 1,824 holders
Holding Since
Dec 2021
12 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, 2026Mascoma Wealth Management LLC holds $129,884 across 5 Oil & Gas Midstream names. WMB ranks #3 (1.0% of the industry book) .
All Filings in WMB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,263 | 17 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,237 | 17 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,021 | 17 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $9,233 | 147 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,784 | 147 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,955 | 147 | Shares | Sole | 2025-02-10 | |
| 2023-03-31 | $6,151 | 206 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,777 | 206 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,897 | 206 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $6,429 | 206 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $6,882 | 206 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,364 | 206 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||