LAKE STREET PRIVATE WEALTH, LLC

Position in WMB — Williams Companies, Inc.

CIK 1772031 CHICAGO, IL

Position in WMB

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

Position Value

$745,778

-$13,681 QoQ

Shares Held

10,032

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#969

of 1,827 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $7,726,361 across 4 Oil & Gas Midstream names. WMB ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	24,055	$5,749,385
2	WMB	Williams Companies, Inc. This page	10,032	$745,778
3	KMI	Kinder Morgan, Inc.	19,354	$618,747
4	ET	Energy Transfer LP	32,032	$612,451

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,778	10,032	-3.9%	Shares	Sole	2026-08-10
2026-03-31	$759,459	10,435	-1.9%	Shares	Sole	2026-04-13
2025-12-31	$639,209	10,634	+0.0%	Shares	Sole	2026-01-07
2025-09-30	$673,410	10,630	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$663,085	10,557	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$636,563	10,652	-1.8%	Shares	Sole	2025-04-10
2024-12-31	$587,310	10,852	+8.4%	Shares	Sole	2025-01-15
2024-09-30	$456,865	10,008	-3.5%	Shares	Sole	2024-10-22
2024-06-30	$440,937	10,375	+3.4%	Shares	Sole	2024-07-12
2024-03-31	$391,063	10,035	+3.7%	Shares	Sole	2024-04-19
2023-12-31	$337,154	9,680	-1.9%	Shares	Sole	2024-01-10
2023-09-30	$332,452	9,868	+17.2%	Shares	Sole	2023-10-20
2023-06-30	$274,842	8,423	+20.8%	Shares	Sole	2023-07-18
2023-03-31	$208,183	6,972	-2.2%	Shares	Sole	2023-04-17
2022-12-31	$234,577	7,130	-5.9%	Shares	Sole	2023-01-25
2022-06-30	$236,571	7,580	+6.0%	Shares	Sole	2022-07-12
2022-03-31	$238,881	7,150	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.