Carson Advisory Inc.

Position in WMB — Williams Companies, Inc.

CIK 1909304 ATHENS, GA

Position in WMB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$221,830

+$8,076 QoQ

Shares Held

2,984

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,461

of 1,824 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Carson Advisory Inc. holds $1,484,741 across 3 Oil & Gas Midstream names. WMB ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	10,275	$893,308
2	ENB	Enbridge Inc	6,818	$369,603
3	WMB	Williams Companies, Inc. This page	2,984	$221,830

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,830	2,984	+1.6%	Shares	Sole	2026-08-11
2026-03-31	$213,754	2,937	-82.7%	Shares	Sole	2026-05-07
2024-09-30	$774,908	16,975	+0.7%	Shares	Sole	2024-11-01
2024-06-30	$716,592	16,861	+0.7%	Shares	Sole	2024-08-07
2024-03-31	$652,786	16,751	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$580,511	16,667	-12.6%	Shares	Sole	2024-02-06
2023-09-30	$642,131	19,060	-14.9%	Shares	Sole	2023-11-09
2023-06-30	$731,075	22,405	+2.5%	Shares	Sole	2023-07-28
2023-03-31	$653,008	21,869	+204.8%	Shares	Sole	2023-05-05
2022-12-31	$236,090	7,176	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.