MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in WMB — Williams Companies, Inc.

CIK 1965241 ST. LOUIS, MO

Position in WMB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$546,175

+$98,651 QoQ

Shares Held

7,347

+19.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,083

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

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $5,134,464 across 7 Oil & Gas Midstream names. WMB ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	14,896	$1,295,058
2	EPD	Enterprise Products Partners L.P.	34,323	$1,261,713
3	TRGP	Targa Resources Corp.	3,004	$805,492
4	ET	Energy Transfer LP	34,556	$660,710
5	WMB	Williams Companies, Inc. This page	7,347	$546,175
6	MPLX	Mplx LP	5,786	$325,925
7	ENB	Enbridge Inc	4,416	$239,391

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,175	7,347	+19.5%	Shares	Sole	2026-08-05
2026-03-31	$447,524	6,149	+7.2%	Shares	Sole	2026-04-30
2025-12-31	$344,851	5,737	0.0%	Shares	Sole	2026-02-13
2025-09-30	$363,438	5,737	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$359,084	5,717	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$350,492	5,865	-16.2%	Shares	Sole	2025-05-02
2024-12-31	$378,785	6,999	-2.3%	Shares	Sole	2025-02-18
2024-09-30	$326,945	7,162	+2.4%	Shares	Sole	2024-11-13
2024-06-30	$297,160	6,992	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$272,322	6,988	+0.1%	Shares	Sole	2024-06-13
2023-12-31	$243,252	6,984	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$235,122	6,979	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$227,594	6,975	+0.0%	Shares	Sole	2023-08-08
2023-03-31	$208,183	6,972	+0.1%	Shares	Sole	2023-04-10
2022-12-31	$229,115	6,964	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.