Trifecta Capital Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 1962615
NORTHBROOK, IL
Position in WMB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$18,213
+$382 QoQ
Shares Held
245
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,699
of 1,824 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $769,595 across 3 Oil & Gas Midstream names. WMB ranks #3 (2.4% of the industry book) .
All Filings in WMB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,213 | 245 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,831 | 245 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $14,726 | 245 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,294 | 273 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $17,147 | 273 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $16,314 | 273 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,515 | 28 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,562 | 319 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,557 | 319 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,091 | 28 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $975 | 28 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $943 | 28 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $913 | 28 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $836 | 28 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $921 | 28 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||