Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$981,585
-$68,921 QoQ
Shares Held
13,204
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#876
of 1,824 holders
Holding Since
Jun 2021
21 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, 2026WEALTH ALLIANCE, LLC holds $4,433,579 across 7 Oil & Gas Midstream names. WMB ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
38,177 | $2,069,575 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
13,204 | $981,585 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,572 | $421,516 | |
| 4 | OKE |
Oneok Inc /New/
|
3,994 | $347,238 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
10,423 | $333,223 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
7,629 | $280,442 | |
| 7 | TNCAF |
Tc Energy Corp
|
19,978 | $0 |
All Filings in WMB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,585 | 13,204 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,050,506 | 14,434 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $914,212 | 15,209 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,617,768 | 25,537 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,644,428 | 26,181 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,541,568 | 25,796 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,350,185 | 24,948 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,477,097 | 32,357 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,900,727 | 44,723 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,020,516 | 51,848 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,794,929 | 51,534 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,652,561 | 49,052 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,458,234 | 44,690 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,256,449 | 42,078 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,323,303 | 40,222 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,028,103 | 35,910 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $953,652 | 30,556 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $987,399 | 29,554 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $608,996 | 23,387 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $450,499 | 17,367 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $412,746 | 15,546 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||