Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,739
+$5,640 QoQ
Shares Held
3,615
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,363
of 1,824 holders
Holding Since
Mar 2022
18 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, 2026Adalta Capital Management LLC holds $1,679,095 across 4 Oil & Gas Midstream names. WMB ranks #3 (16.0% of the industry book) .
All Filings in WMB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,739 | 3,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,099 | 3,615 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $217,297 | 3,615 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $229,010 | 3,615 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $227,058 | 3,615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $216,032 | 3,615 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $167,772 | 3,100 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $141,515 | 3,100 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $63,750 | 1,500 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $58,455 | 1,500 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $52,245 | 1,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,535 | 1,500 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $48,945 | 1,500 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $44,790 | 1,500 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $49,350 | 1,500 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $42,945 | 1,500 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $202,865 | 6,500 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $283,985 | 8,500 | Shares | Sole | 2022-06-15 | |
| No filing history on record for this holder in this stock. | ||||||