True Wealth Design, LLC

Position in WMB — Williams Companies, Inc.

CIK 1966033 AKRON, OH

Position in WMB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$74,191

-$3,174 QoQ

Shares Held

998

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,585

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

True Wealth Design, LLC holds $314,469 across 22 Oil & Gas Midstream names. WMB ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	2,501	$79,956
2	WMB	Williams Companies, Inc. This page	998	$74,191
3	STNG	Scorpio Tankers Inc.	417	$28,881
4	LPG	Dorian Lpg Ltd.	546	$18,989
5	LNG	Cheniere Energy, Inc.	79	$18,881
6	TNK	Teekay Tankers Ltd.	234	$15,179
7	ENB	Enbridge Inc	262	$14,203
8	PBA	Pembina Pipeline Corp	255	$11,793

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,191	998	-6.1%	Shares	Sole	2026-07-16
2026-03-31	$77,365	1,063	+30.4%	Shares	Sole	2026-04-13
2025-12-31	$48,989	815	-26.8%	Shares	Sole	2026-01-08
2025-09-30	$70,571	1,114	+440.8%	Shares	Sole	2025-10-21
2025-06-30	$12,938	206	+33.8%	Shares	Sole	2025-08-06
2025-03-31	$9,203	154	+152.5%	Shares	Sole	2025-05-13
2024-12-31	$3,301	61	+7.0%	Shares	Sole	2025-02-14
2024-09-30	$2,602	57	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$2,465	58	+45.0%	Shares	Sole	2024-08-14
2024-03-31	$1,558	40	+81.8%	Shares	Sole	2024-05-14
2023-12-31	$766	22	0.0%	Shares	Sole	2024-02-14
2023-09-30	$741	22	0.0%	Shares	Sole	2023-11-13
2023-06-30	$717	22	0.0%	Shares	Sole	2023-08-14
2023-03-31	$656	22	0.0%	Shares	Sole	2023-05-12
2022-12-31	$723	22	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.