Herold Advisors, Inc.

Position in WMB — Williams Companies, Inc.

CIK 1891713 New York, NY

Position in WMB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$859,742

+$6,761 QoQ

Shares Held

11,565

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#919

of 1,824 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Herold Advisors, Inc. holds $4,104,564 across 5 Oil & Gas Midstream names. WMB ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	21,675	$1,884,424
2	WMB	Williams Companies, Inc. This page	11,565	$859,742
3	KMI	Kinder Morgan, Inc.	25,692	$821,373
4	ET	Energy Transfer LP	15,220	$291,006
5	EPD	Enterprise Products Partners L.P.	6,747	$248,019

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$859,742	11,565	-1.3%	Shares	Sole	2026-07-22
2026-03-31	$852,981	11,720	+3.6%	Shares	Sole	2026-05-15
2025-12-31	$679,964	11,312	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$711,230	11,227	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$704,225	11,212	-2.9%	Shares	Sole	2025-08-14
2025-03-31	$690,108	11,548	+361.9%	Shares	Sole	2025-05-13
2022-03-31	$83,525	2,500	0.0%	Shares	Sole	2022-05-09
2021-09-30	$64,850	2,500	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.