Shepherd Financial Partners LLC

Position in WMB — Williams Companies, Inc.

CIK 1696628 WINCHESTER, MA

Position in WMB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,357,597

-$29,735 QoQ

Shares Held

18,262

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#792

of 1,824 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,943,629 across 5 Oil & Gas Midstream names. WMB ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	18,262	$1,357,597
2	EPD	Enterprise Products Partners L.P.	14,030	$515,742
3	ENB	Enbridge Inc	8,440	$457,532
4	ET	Energy Transfer LP	19,910	$380,679
5	MPLX	Mplx LP	4,120	$232,079

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,357,597	18,262	-4.2%	Shares	Sole	2026-08-10
2026-03-31	$1,387,332	19,062	+0.1%	Shares	Sole	2026-05-11
2025-12-31	$1,144,133	19,034	+2.3%	Shares	Sole	2026-02-10
2025-09-30	$1,178,816	18,608	+1.7%	Shares	Sole	2025-11-07
2025-06-30	$1,148,794	18,290	+0.3%	Shares	Sole	2025-08-13
2025-03-31	$1,089,365	18,229	+0.1%	Shares	Sole	2025-04-18
2024-12-31	$985,525	18,210	+0.5%	Shares	Sole	2025-01-28
2024-09-30	$827,360	18,124	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.