Premier Path Wealth Partners, LLC
Position in WMB — Williams Companies, Inc.
CIK 1999925
MADISON, NJ
Position in WMB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,528,356
+$45,246 QoQ
Shares Held
20,559
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#771
of 1,827 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $4,399,182 across 5 Oil & Gas Midstream names. WMB ranks #1 (34.7% of the industry book) .
All Filings in WMB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,528,356 | 20,559 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,483,110 | 20,378 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,142,450 | 19,006 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,191,803 | 18,813 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,176,745 | 18,735 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,052,433 | 17,611 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $947,532 | 17,508 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $791,981 | 17,349 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $737,205 | 17,346 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $675,895 | 17,344 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $595,593 | 17,100 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||