INSIGNEO ADVISORY SERVICES, LLC

Position in WMB — Williams Companies, Inc.

CIK 1964958 MIAMI, FL

Position in WMB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$556,657

-$39,192 QoQ

Shares Held

7,488

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,073

of 1,824 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $2,461,185 across 4 Oil & Gas Midstream names. WMB ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	59,378	$1,135,306
2	WMB	Williams Companies, Inc. This page	7,488	$556,657
3	ENB	Enbridge Inc	7,705	$417,687
4	EPD	Enterprise Products Partners L.P.	9,563	$351,535

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$556,657	7,488	-8.5%	Shares	Sole	2026-08-14
2026-03-31	$595,849	8,187	+18.7%	Shares	Sole	2026-05-12
2025-12-31	$414,518	6,896	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$442,689	6,988	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$450,598	7,174	-12.5%	Shares	Sole	2025-08-12
2025-03-31	$489,852	8,197	+13.0%	Shares	Sole	2025-04-18
2024-12-31	$392,478	7,252	-36.6%	Shares	Sole	2025-02-13
2024-09-30	$521,962	11,434	-6.1%	Shares	Sole	2024-11-15
2024-06-30	$517,607	12,179	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$466,237	11,964	+17.1%	Shares	Sole	2024-05-15
2023-12-31	$355,788	10,215	-2.5%	Shares	Sole	2024-02-14
2023-09-30	$352,936	10,476	+2.9%	Shares	Sole	2023-11-14
2023-06-30	$332,108	10,178	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.