KINGSWOOD WEALTH ADVISORS, LLC

Position in WMB — Williams Companies, Inc.

CIK 1987855 SAN DIEGO, CA

Position in WMB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,057,347

+$238,649 QoQ

Shares Held

14,528

+6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,248,584 across 10 Oil & Gas Midstream names. WMB ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	12,941	$3,672,138
2	OKE	Oneok Inc /New/	15,977	$1,444,161
3	ET	Energy Transfer LP	64,949	$1,253,515
4	WMB	Williams Companies, Inc. This page	14,528	$1,057,347
5	EPD	Enterprise Products Partners L.P.	22,606	$855,411
6	ENB	Enbridge Inc	15,410	$834,297
7	KMI	Kinder Morgan, Inc.	12,179	$408,361
8	PBT	Permian Basin Royalty Trust	12,439	$267,687

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,057,347	14,528	+6.7%	Shares	Sole	2026-04-28
2025-12-31	$818,698	13,620	+38.4%	Shares	Sole	2026-01-28
2025-09-30	$623,364	9,840	-50.9%	Shares	Sole	2025-10-23
2025-06-30	$1,259,340	20,050	-4.5%	Shares	Sole	2025-07-23
2025-03-31	$1,254,720	20,996	+3.1%	Shares	Sole	2025-07-25
2024-12-31	$1,102,370	20,369	-4.1%	Shares	Sole	2025-01-22
2024-09-30	$970,016	21,249	+5.4%	Shares	Sole	2024-10-21
2024-06-30	$856,545	20,154	+10.7%	Shares	Sole	2024-07-09
2024-03-31	$709,565	18,208	-40.9%	Shares	Sole	2024-04-15
2023-12-31	$1,073,425	30,819	+118.3%	Shares	Sole	2024-01-16
2023-09-30	$475,702	14,120	+17.1%	Shares	Sole	2023-10-24
2023-06-30	$393,387	12,056	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.