Position in WMB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$258,851
+$6,014 QoQ
Shares Held
3,482
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,391
of 1,824 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Aspen Wealth Management LLC holds $648,885 across 2 Oil & Gas Midstream names. WMB ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
12,200 | $390,034 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
3,482 | $258,851 |
All Filings in WMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,851 | 3,482 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $252,837 | 3,474 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $205,887 | 3,250 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||