Cherry Tree Wealth Management, LLC
Position in WMB — Williams Companies, Inc.
CIK 1985414
MINNETONKA, MN
Position in WMB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$873
+$152 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $52,626 across 4 Oil & Gas Midstream names. WMB ranks #4 (1.7% of the industry book) .
All Filings in WMB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873 | 12 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $721 | 12 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $760 | 12 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $753 | 12 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,991 | 117 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $649 | 12 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $547 | 12 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $510 | 12 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $467 | 12 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $417 | 12 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $404 | 12 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $391 | 12 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||