Cyndeo Wealth Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in WMB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,739,918

+$4,481,258 QoQ

Shares Held

63,760

+1694.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#510

of 1,824 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $27,808,207 across 6 Oil & Gas Midstream names. WMB ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	337,210	$10,780,603
2	OKE	Oneok Inc /New/	123,497	$10,736,829
3	WMB	Williams Companies, Inc. This page	63,760	$4,739,918
4	EPD	Enterprise Products Partners L.P.	26,744	$983,109
5	ET	Energy Transfer LP	25,654	$490,504
6	NAT	NORDIC AMERICAN TANKERS Ltd	13,943	$77,244

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,739,918	63,760	+1694.0%	Shares	Sole	2026-07-21
2026-03-31	$258,660	3,554	-97.6%	Shares	Sole	2026-04-13
2025-12-31	$8,890,449	147,903	+3.8%	Shares	Sole	2026-01-07
2025-09-30	$9,022,497	142,423	-0.4%	Shares	Sole	2025-10-10
2025-06-30	$8,983,777	143,031	+4.5%	Shares	Sole	2025-07-24
2025-03-31	$8,182,877	136,929	-8.9%	Shares	Sole	2025-04-17
2024-12-31	$8,134,614	150,307	+1.7%	Shares	Sole	2025-01-21
2024-09-30	$6,747,526	147,810	-6.3%	Shares	Sole	2024-10-18
2024-06-30	$6,704,162	157,745	+1.4%	Shares	Sole	2024-07-30
2024-03-31	$6,060,926	155,528	+11.4%	Shares	Sole	2024-04-17
2023-12-31	$4,860,526	139,550	+8.9%	Shares	Sole	2024-01-12
2023-09-30	$4,317,272	128,147	+2.7%	Shares	Sole	2023-10-10
2023-06-30	$4,069,842	124,727	+2.0%	Shares	Sole	2023-07-27
2023-03-31	$3,652,236	122,312	+4.2%	Shares	Sole	2023-04-25
2022-12-31	$3,861,045	117,357	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.