OneAscent Investment Solutions LLC
Position in WMB — Williams Companies, Inc.
CIK 1974438
BIRMINGHAM, AL
Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$422,994
+$8,658 QoQ
Shares Held
5,690
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,186
of 1,824 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026OneAscent Investment Solutions LLC holds $1,372,079 across 3 Oil & Gas Midstream names. WMB ranks #2 (30.8% of the industry book) .
All Filings in WMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,994 | 5,690 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $414,336 | 5,693 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $520,913 | 8,666 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $641,165 | 10,121 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $766,972 | 12,211 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $865,922 | 14,490 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||