IAG Wealth Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 1827261 Waukesha, WI

Position in WMB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$23,863

+$501 QoQ

Shares Held

321

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,680

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

IAG Wealth Partners, LLC holds $237,319 across 6 Oil & Gas Midstream names. WMB ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	8,404	$160,684
2	EPD	Enterprise Products Partners L.P.	904	$33,231
3	WMB	Williams Companies, Inc. This page	321	$23,863
4	OKE	Oneok Inc /New/	112	$9,737
5	PBA	Pembina Pipeline Corp	200	$9,250
6	NAT	NORDIC AMERICAN TANKERS Ltd	100	$554

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,863	321	0.0%	Shares	Sole	2026-08-06
2026-03-31	$23,362	321	0.0%	Shares	Sole	2026-04-29
2025-12-31	$19,295	321	0.0%	Shares	Sole	2026-02-10
2025-09-30	$20,335	321	0.0%	Shares	Sole	2025-11-12
2025-06-30	$20,162	321	0.0%	Shares	Sole	2025-08-13
2025-03-31	$19,182	321	0.0%	Shares	Sole	2025-04-16
2024-12-31	$17,372	321	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.