Position in WMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,239
-$2,810 QoQ
Shares Held
205
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,711
of 1,824 holders
Holding Since
Mar 2025
6 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, 2026HighMark Wealth Management LLC holds $277,304 across 3 Oil & Gas Midstream names. WMB ranks #3 (5.5% of the industry book) .
All Filings in WMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,239 | 205 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,049 | 248 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,907 | 248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,733 | 201 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,566 | 216 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $13,505 | 226 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||