Quantum Financial Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1929139 SANTA MONICA, CA

Position in WMB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$250,823

-$36,148 QoQ

Shares Held

3,374

-14.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,407

of 1,824 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Quantum Financial Advisors, LLC holds $1,877,849 across 4 Oil & Gas Midstream names. WMB ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	4,594	$1,098,011
2	DTM	DT Midstream, Inc.	1,924	$282,327
3	WMB	Williams Companies, Inc. This page	3,374	$250,823
4	TRGP	Targa Resources Corp.	920	$246,688

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,823	3,374	-14.4%	Shares	Sole	2026-07-08
2026-03-31	$286,971	3,943	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$236,893	3,941	+0.2%	Shares	Sole	2026-01-12
2025-09-30	$249,218	3,934	+0.0%	Shares	Sole	2025-10-08
2025-06-30	$247,031	3,933	+5.1%	Shares	Sole	2025-07-11
2025-03-31	$223,681	3,743	-0.1%	Shares	Sole	2025-04-09
2024-12-31	$202,733	3,746	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.