Cornerstone Wealth Group, LLC
Position in WMB — Williams Companies, Inc.
CIK 1774879
HUNTERSVILLE, NC
Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$12,761,353
-$420,924 QoQ
Shares Held
171,662
-5.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#348
of 1,824 holders
Holding Since
Jun 2024
9 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, 2026Cornerstone Wealth Group, LLC holds $14,538,206 across 5 Oil & Gas Midstream names. WMB ranks #1 (87.8% of the industry book) .
All Filings in WMB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,761,353 | 171,662 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,182,277 | 181,125 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,763,597 | 179,065 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,135,916 | 175,784 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,768,209 | 171,441 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,118,862 | 169,325 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,061,990 | 185,920 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,678,714 | 102,491 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,203,352 | 75,373 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||