Curated Wealth Partners LLC

Position in WMB — Williams Companies, Inc.

CIK 1781284 EL SEGUNDO, CA

Position in WMB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$456,893

+$24,653 QoQ

Shares Held

6,146

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,158

of 1,824 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Curated Wealth Partners LLC holds $2,338,381 across 5 Oil & Gas Midstream names. WMB ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	27,670	$1,017,149
2	WMB	Williams Companies, Inc. This page	6,146	$456,893
3	ET	Energy Transfer LP	17,450	$333,644
4	WES	Western Midstream Partners, LP	6,400	$280,064
5	DTM	DT Midstream, Inc.	1,708	$250,631

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,893	6,146	+3.5%	Shares	Other	2026-08-14
2026-03-31	$432,240	5,939	+5.8%	Shares	Other	2026-04-09
2025-12-31	$337,337	5,612	0.0%	Shares	Other	2026-01-12
2025-09-30	$355,520	5,612	-16.0%	Shares	Other	2025-10-09
2025-06-30	$419,445	6,678	0.0%	Shares	Other	2025-07-28
2025-03-31	$399,077	6,678	+19.0%	Shares	Other	2025-04-15
2024-12-31	$303,721	5,612	—	Shares	Other	2025-01-21
No filing history on record for this holder in this stock.