Golden State Wealth Management, LLC

Position in WMB — Williams Companies, Inc.

CIK 1776033 SANTA ANA, CA

Position in WMB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$616,352

+$85,786 QoQ

Shares Held

8,291

+13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,039

of 1,827 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,540,725 across 15 Oil & Gas Midstream names. WMB ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	8,291	$616,352
2	ENB	Enbridge Inc	5,508	$298,588
3	EPD	Enterprise Products Partners L.P.	4,622	$169,904
4	KMI	Kinder Morgan, Inc.	4,358	$139,325
5	LNG	Cheniere Energy, Inc.	402	$96,082
6	ET	Energy Transfer LP	3,270	$62,522
7	PBA	Pembina Pipeline Corp	1,000	$46,250
8	PAGP	Plains Gp Holdings LP	1,877	$45,554

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,352	8,291	+13.7%	Shares	Sole	2026-07-22
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.