Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$462,023
+$12,680 QoQ
Shares Held
6,215
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,150
of 1,824 holders
Holding Since
Jun 2024
9 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, 2026Trueblood Wealth Management, LLC holds $3,256,927 across 6 Oil & Gas Midstream names. WMB ranks #3 (14.2% of the industry book) .
All Filings in WMB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,023 | 6,215 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $449,343 | 6,174 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $368,534 | 6,131 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $385,168 | 6,080 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $378,932 | 6,033 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $283,860 | 4,750 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $257,070 | 4,750 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $216,837 | 4,750 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $201,875 | 4,750 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||