Acumen Wealth Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 1939202 CHATTANOOGA, TN

Position in WMB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,091,778

+$1,263,688 QoQ

Shares Held

28,138

+147.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#685

of 1,824 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $4,671,391 across 5 Oil & Gas Midstream names. WMB ranks #2 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	8,977	$2,407,092
2	WMB	Williams Companies, Inc. This page	28,138	$2,091,778
3	EPD	Enterprise Products Partners L.P.	1,933	$71,057
4	MPLX	Mplx LP	1,253	$70,581
5	KMI	Kinder Morgan, Inc.	966	$30,883

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,091,778	28,138	+147.3%	Shares	Sole	2026-08-03
2026-03-31	$828,090	11,378	+622.9%	Shares	Sole	2026-05-13
2025-12-31	$94,613	1,574	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.