Legacy Financial Advisors, Inc.
Position in WMB — Williams Companies, Inc.
CIK 1730810
COVINGTON, KY
Position in WMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$397,124
+$28,275 QoQ
Shares Held
5,342
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,211
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026Legacy Financial Advisors, Inc. holds $3,171,036 across 5 Oil & Gas Midstream names. WMB ranks #3 (12.5% of the industry book) .
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,124 | 5,342 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $368,849 | 5,068 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $290,271 | 4,829 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $298,821 | 4,717 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $298,598 | 4,754 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $242,326 | 4,055 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $217,778 | 4,024 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||