Golden State Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1776033 SANTA ANA, CA

Position in WMB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$530,566

+$139,371 QoQ

Shares Held

7,290

+12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Golden State Wealth Management, LLC holds $1,452,371 across 14 Oil & Gas Midstream names. WMB ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	7,290	$530,566
2	ENB	Enbridge Inc	5,542	$300,043
3	EPD	Enterprise Products Partners L.P.	3,808	$144,094
4	KMI	Kinder Morgan, Inc.	3,747	$125,636
5	LNG	Cheniere Energy, Inc.	402	$114,071
6	PBT	Permian Basin Royalty Trust	2,446	$52,637
7	ET	Energy Transfer LP	2,653	$51,202
8	PAGP	Plains Gp Holdings LP	1,877	$45,573

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$530,566	7,290	+12.0%	Shares	Sole	2026-04-28
2025-12-31	$391,195	6,508	-2.0%	Shares	Sole	2026-02-13
2025-09-30	$420,644	6,640	+30.3%	Shares	Sole	2025-11-03
2025-06-30	$319,954	5,094	+6.4%	Shares	Sole	2025-08-06
2025-03-31	$286,130	4,788	+9.4%	Shares	Sole	2025-04-24
2024-12-31	$236,937	4,378	-63.8%	Shares	Sole	2025-01-28
2021-12-31	$315,292	12,108	+16.5%	Shares	Sole	2022-02-14
2020-12-31	$208,399	10,394	-2.5%	Shares	Sole	2021-01-28
2020-06-30	$202,791	10,662	+3454.0%	Shares	Sole	2020-08-13
2020-03-31	$4,245	300	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.