OneAscent Wealth Management LLC

Position in WMB — Williams Companies, Inc.

CIK 1844707 BIRMINGHAM, AL

Position in WMB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$300,407

+$13,727 QoQ

Shares Held

4,041

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,323

of 1,827 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

OneAscent Wealth Management LLC holds $719,509 across 2 Oil & Gas Midstream names. WMB ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRGP	Targa Resources Corp.	1,563	$419,102
2	WMB	Williams Companies, Inc. This page	4,041	$300,407

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,407	4,041	+2.6%	Shares	Sole	2026-08-11
2026-03-31	$286,680	3,939	-4.4%	Shares	Sole	2026-04-21
2025-12-31	$247,713	4,121	-43.0%	Shares	Sole	2026-02-11
2025-09-30	$458,147	7,232	-1.9%	Shares	Sole	2025-10-31
2025-06-30	$462,846	7,369	+9.2%	Shares	Sole	2025-08-06
2025-03-31	$403,320	6,749	-1.3%	Shares	Sole	2025-05-05
2024-12-31	$369,964	6,836	-32.9%	Shares	Sole	2025-02-12
2024-09-30	$465,310	10,193	+41.8%	Shares	Sole	2024-11-07
2024-03-31	$280,194	7,190	-20.6%	Shares	Sole	2024-04-16
2023-12-31	$315,490	9,058	-8.6%	Shares	Sole	2024-01-11
2023-09-30	$333,901	9,911	-16.3%	Shares	Sole	2023-10-13
2023-03-31	$353,602	11,842	+3.1%	Shares	Sole	2023-04-17
2022-12-31	$377,823	11,484	+1.8%	Shares	Sole	2023-01-12
2022-09-30	$322,831	11,276	-19.2%	Shares	Sole	2022-11-02
2022-06-30	$435,691	13,960	+5.6%	Shares	Sole	2022-08-08
2022-03-31	$441,847	13,225	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.