JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in WMB — Williams Companies, Inc.
CIK 1903880
MONTGOMERY, AL
Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294,460
+$54,803 QoQ
Shares Held
3,961
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,330
of 1,824 holders
Holding Since
Sep 2025
3 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,452,366 across 5 Oil & Gas Midstream names. WMB ranks #2 (20.3% of the industry book) .
All Filings in WMB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,460 | 3,961 | Shares | Other | 2026-08-06 | |
| 2025-12-31 | $239,657 | 3,987 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $265,182 | 4,186 | Shares | Other | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||