Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$543,053
+$50,042 QoQ
Shares Held
7,305
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,070
of 1,796 holders
Holding Since
Mar 2026
2 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, 2026Aprio Wealth Management, LLC holds $2,597,970 across 6 Oil & Gas Midstream names. WMB ranks #2 (20.9% of the industry book) .
All Filings in WMB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,053 | 7,305 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $493,011 | 6,774 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||