Morton Brown Family Wealth, LLC
Position in WMB — Williams Companies, Inc.
CIK 1909851
ALLENTOWN, PA
Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,709
-$5,056 QoQ
Shares Held
23
-81.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,797
of 1,824 holders
Holding Since
Jun 2022
5 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, 2026Morton Brown Family Wealth, LLC holds $4,351 across 4 Oil & Gas Midstream names. WMB ranks #1 (39.3% of the industry book) .
All Filings in WMB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709 | 23 | Shares | Sole | 2026-07-21 | |
| 2024-12-31 | $6,765 | 125 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,706 | 125 | Shares | Sole | 2024-10-24 | |
| 2022-09-30 | $5,668 | 198 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,560 | 50 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||