PUREfi Wealth, LLC

Position in WMB — Williams Companies, Inc.

CIK 2001520 BOSTON, MA

Position in WMB

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

Position Value

$866,284

+$23,419 QoQ

Shares Held

11,653

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#914

of 1,824 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PUREfi Wealth, LLC holds $1,836,989 across 4 Oil & Gas Midstream names. WMB ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	11,653	$866,284
2	TRGP	Targa Resources Corp.	1,832	$491,232
3	KMI	Kinder Morgan, Inc.	8,093	$258,733
4	OKE	Oneok Inc /New/	2,539	$220,740

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,284	11,653	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$842,865	11,581	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$694,390	11,552	-19.3%	Shares	Sole	2026-01-12
2025-09-30	$906,981	14,317	+13.1%	Shares	Sole	2025-10-21
2025-06-30	$795,237	12,661	+39.8%	Shares	Sole	2025-07-22
2025-03-31	$541,186	9,056	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.