Financial Perspectives, Inc

Position in WMB — Williams Companies, Inc.

CIK 2003287 MINNEAPOLIS, MN

Position in WMB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$14,868

+$312 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,715

of 1,824 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Financial Perspectives, Inc holds $306,895 across 4 Oil & Gas Midstream names. WMB ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	3,192	$102,048
2	ENB	Enbridge Inc	1,764	$95,626
3	DTM	DT Midstream, Inc.	643	$94,353
4	WMB	Williams Companies, Inc. This page	200	$14,868

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,868	200	0.0%	Shares	Sole	2026-07-24
2026-03-31	$14,556	200	0.0%	Shares	Sole	2026-05-11
2025-12-31	$12,022	200	0.0%	Shares	Sole	2026-01-28
2025-09-30	$12,670	200	0.0%	Shares	Sole	2025-10-22
2025-06-30	$12,562	200	0.0%	Shares	Sole	2025-07-30
2025-03-31	$11,952	200	0.0%	Shares	Sole	2025-04-18
2024-12-31	$10,824	200	0.0%	Shares	Sole	2025-02-03
2024-09-30	$9,130	200	0.0%	Shares	Sole	2024-10-17
2024-06-30	$8,500	200	0.0%	Shares	Sole	2024-08-09
2024-03-31	$7,794	200	0.0%	Shares	Sole	2024-04-19
2023-12-31	$6,966	200	0.0%	Shares	Sole	2024-02-01
2023-09-30	$6,738	200	0.0%	Shares	Sole	2024-01-10
2023-06-30	$6,526	200	0.0%	Shares	Sole	2024-01-10
2023-03-31	$5,972	200	0.0%	Shares	Sole	2024-01-10
2022-12-31	$6,580	200	0.0%	Shares	Sole	2024-01-10
2022-09-30	$5,726	200	0.0%	Shares	Sole	2024-01-10
2022-06-30	$6,242	200	0.0%	Shares	Sole	2024-01-10
2022-03-31	$6,682	200	0.0%	Shares	Sole	2024-01-10
2021-12-31	$5,208	200	0.0%	Shares	Sole	2024-01-10
2021-09-30	$5,188	200	0.0%	Shares	Sole	2024-01-10
2021-06-30	$5,310	200	-95.8%	Shares	Sole	2024-01-10
2021-03-31	$200	4,738	+2269.0%	Shares	Sole	2024-01-10
2020-12-31	$4,010	200	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.