Position in WMB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,698,371
-$93,035 QoQ
Shares Held
22,846
-7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#737
of 1,824 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Portside Wealth Group, LLC holds $4,448,773 across 4 Oil & Gas Midstream names. WMB ranks #2 (38.2% of the industry book) .
All Filings in WMB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,698,371 | 22,846 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $1,791,406 | 24,614 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,604,335 | 26,690 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,396,360 | 22,042 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $1,239,806 | 19,739 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $1,134,811 | 24,859 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $1,224,255 | 28,806 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,176,153 | 30,181 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $1,002,651 | 28,787 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,109,378 | 32,929 | Shares | Other | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||