Certified Advisory Corp
Position in WMB — Williams Companies, Inc.
CIK 1731732
ALTAMONTE SPRINGS, FL
Position in WMB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$250,600
+$8,898 QoQ
Shares Held
3,371
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,408
of 1,824 holders
Holding Since
Mar 2021
3 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, 2026Certified Advisory Corp holds $5,232,420 across 5 Oil & Gas Midstream names. WMB ranks #3 (4.8% of the industry book) .
All Filings in WMB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,600 | 3,371 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $241,702 | 3,321 | Shares | Sole | 2026-04-17 | |
| 2021-03-31 | $19,544 | 825 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||