LEGACY FINANCIAL GROUP, INC.

Position in WMB — Williams Companies, Inc.

CIK 1965579 TULSA, OK

Position in WMB

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

Position Value

$907,617

+$264,315 QoQ

Shares Held

12,209

+38.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#899

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

LEGACY FINANCIAL GROUP, INC. holds $5,540,547 across 4 Oil & Gas Midstream names. WMB ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	46,209	$4,017,410
2	WMB	Williams Companies, Inc. This page	12,209	$907,617
3	ET	Energy Transfer LP	17,550	$335,556
4	EPD	Enterprise Products Partners L.P.	7,616	$279,964

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,617	12,209	+38.1%	Shares	Sole	2026-07-30
2026-03-31	$643,302	8,839	-3.4%	Shares	Sole	2026-04-27
2025-12-31	$550,246	9,154	+23.8%	Shares	Sole	2026-02-06
2025-09-30	$468,409	7,394	-34.8%	Shares	Sole	2025-11-05
2025-06-30	$712,139	11,338	-51.4%	Shares	Sole	2025-08-12
2025-03-31	$1,393,124	23,312	+95.8%	Shares	Sole	2025-05-01
2024-12-31	$644,406	11,907	-4.3%	Shares	Sole	2025-02-18
2024-09-30	$568,205	12,447	-9.5%	Shares	Sole	2024-11-13
2024-06-30	$584,757	13,759	-1.7%	Shares	Sole	2024-08-12
2024-03-31	$545,463	13,997	-10.6%	Shares	Sole	2024-05-13
2023-12-31	$545,124	15,651	-2.6%	Shares	Sole	2024-02-13
2023-09-30	$541,128	16,062	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$536,535	16,443	-4.3%	Shares	Sole	2023-08-07
2023-03-31	$512,994	17,180	-0.9%	Shares	Sole	2023-05-12
2022-12-31	$570,222	17,332	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.