Concurrent Investment Advisors, LLC

Position in WMB — Williams Companies, Inc.

CIK 2001015 Tampa, FL

Position in WMB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,500,446

+$311,664 QoQ

Shares Held

47,087

+7.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#140

of 683 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $49,999,095 across 16 Oil & Gas Midstream names. WMB ranks #6 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	176,800	$15,370,991
2	ET	Energy Transfer LP	360,079	$6,884,710
3	EPD	Enterprise Products Partners L.P.	152,072	$5,590,166
4	KMI	Kinder Morgan, Inc.	153,439	$4,905,444
5	ENB	Enbridge Inc	75,270	$4,080,386
6	WMB	Williams Companies, Inc. This page	47,087	$3,500,446
7	LNG	Cheniere Energy, Inc.	8,503	$2,032,301
8	SBR	Sabine Royalty Trust	22,951	$1,680,013

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,500,446	47,087	+7.5%	Shares	Sole	2026-07-27
2026-03-31	$3,188,782	43,814	+4.7%	Shares	Sole	2026-04-21
2025-12-31	$2,516,384	41,863	+14.1%	Shares	Sole	2026-01-29
2025-09-30	$2,325,008	36,701	-8.8%	Shares	Sole	2025-10-27
2025-06-30	$2,527,851	40,246	+22.8%	Shares	Sole	2025-07-25
2025-03-31	$1,959,052	32,782	+7.6%	Shares	Sole	2025-04-29
2024-12-31	$1,648,874	30,467	+6.7%	Shares	Sole	2025-02-03
2024-09-30	$1,303,261	28,549	+57.1%	Shares	Sole	2024-10-30
2024-06-30	$772,437	18,175	+42.8%	Shares	Sole	2024-07-30
2024-03-31	$495,971	12,727	+1.1%	Shares	Sole	2024-05-07
2023-12-31	$438,405	12,587	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.