BAKER TILLY WEALTH MANAGEMENT, LLC
Position in WMB — Williams Companies, Inc.
CIK 1840565
MADISON, WI
Position in WMB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,081,222
-$131,144 QoQ
Shares Held
27,996
-7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#687
of 1,827 holders
Holding Since
Mar 2021
22 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,081,222 across 1 Oil & Gas Midstream name. WMB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
27,996 | $2,081,222 |
All Filings in WMB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,081,222 | 27,996 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,212,366 | 30,398 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,593,576 | 26,511 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,433,103 | 22,622 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,375,350 | 21,897 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,601,328 | 26,796 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,501,234 | 27,739 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,414,967 | 30,996 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,182,265 | 27,818 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,619,086 | 41,547 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,491,455 | 42,821 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,750,195 | 51,950 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,899,741 | 119,514 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,161,606 | 105,881 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,293,882 | 100,118 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,636,508 | 92,089 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,656,844 | 85,128 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,667,988 | 79,856 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,729,889 | 66,432 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,455,389 | 56,106 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,102,010 | 41,507 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $734,437 | 31,002 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||