Beaird Harris Wealth Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 1908938
DALLAS, TX
Position in WMB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$63,783
+$30,669 QoQ
Shares Held
858
+88.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,604
of 1,824 holders
Holding Since
Dec 2021
14 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, 2026Beaird Harris Wealth Management, LLC holds $3,619,908 across 10 Oil & Gas Midstream names. WMB ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
31,639 | $2,750,694 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
1,737 | $415,160 | |
| 3 | ENB |
Enbridge Inc
|
2,813 | $152,492 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
2,982 | $109,618 | |
| 5 | WMB |
Williams Companies, Inc.
This page
|
858 | $63,783 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
1,825 | $58,345 | |
| 7 | TRGP |
Targa Resources Corp.
|
137 | $36,735 | |
| 8 | ET |
Energy Transfer LP
|
1,332 | $25,467 |
All Filings in WMB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,783 | 858 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $33,114 | 455 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,350 | 455 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $47,892 | 756 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,251 | 609 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,337 | 926 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,115 | 926 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,902 | 896 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $32,512 | 765 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,353 | 317 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,265 | 467 | Shares | Sole | 2024-02-27 | |
| 2022-12-31 | $10,528 | 320 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $8,953 | 268 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $3,932 | 151 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||