Legacy Financial Strategies, LLC
Position in WMB — Williams Companies, Inc.
CIK 1723925
OVERLAND PARK, KS
Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$584,163
+$13,277 QoQ
Shares Held
7,858
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,059
of 1,824 holders
Holding Since
Sep 2024
8 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, 2026Legacy Financial Strategies, LLC holds $974,038 across 2 Oil & Gas Midstream names. WMB ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
7,858 | $584,163 | |
| 2 | ET |
Energy Transfer LP
|
20,391 | $389,875 |
All Filings in WMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,163 | 7,858 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $570,886 | 7,844 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $462,546 | 7,695 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $486,021 | 7,672 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $474,717 | 7,558 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $411,029 | 6,878 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $372,940 | 6,891 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $310,100 | 6,793 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||