Position in WMB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,750
-$70,539 QoQ
Shares Held
37
-96.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,783
of 1,824 holders
Holding Since
Dec 2020
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, 2026Addison Advisors LLC holds $153,316 across 6 Oil & Gas Midstream names. WMB ranks #6 (1.8% of the industry book) .
All Filings in WMB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750 | 37 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $73,289 | 1,007 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $60,110 | 1,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $63,350 | 1,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $62,810 | 1,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $59,760 | 1,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $54,120 | 1,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $50,215 | 1,100 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $46,750 | 1,100 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $42,867 | 1,100 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $38,313 | 1,100 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $37,059 | 1,100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,893 | 1,100 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $32,846 | 1,100 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $37,506 | 1,140 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $32,580 | 1,138 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $32,395 | 1,038 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $34,679 | 1,038 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $27,029 | 1,038 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $25,940 | 1,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $26,550 | 1,000 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $20,050 | 1,000 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||