Position in WMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$118,349
-$235,725 QoQ
Shares Held
1,592
-67.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,551
of 1,824 holders
Holding Since
Sep 2024
8 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $118,349 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
|
1,592 | $118,349 |
All Filings in WMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,349 | 1,592 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $354,074 | 4,865 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $357,534 | 5,948 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $412,281 | 6,508 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,764 | 7,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $392,025 | 6,560 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $331,485 | 6,125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $294,533 | 6,452 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||