TRITONPOINT WEALTH, LLC

Position in WMB — Williams Companies, Inc.

CIK 2008171 CHEVY CHASE, MD

Position in WMB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$563,720

-$118,446 QoQ

Shares Held

7,583

-19.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,066

of 1,824 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

TRITONPOINT WEALTH, LLC holds $4,815,295 across 5 Oil & Gas Midstream names. WMB ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	71,073	$2,612,643
2	KMI	Kinder Morgan, Inc.	20,809	$665,263
3	WMB	Williams Companies, Inc. This page	7,583	$563,720
4	ET	Energy Transfer LP	26,229	$501,498
5	OKE	Oneok Inc /New/	5,431	$472,171

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,720	7,583	-19.1%	Shares	Sole	2026-08-11
2026-03-31	$682,166	9,373	+0.7%	Shares	Sole	2026-04-21
2025-12-31	$559,503	9,308	-7.4%	Shares	Sole	2026-01-20
2025-09-30	$637,047	10,056	-0.5%	Shares	Sole	2025-10-15
2025-06-30	$635,071	10,111	+3.0%	Shares	Sole	2025-07-17
2025-03-31	$586,843	9,820	+3.0%	Shares	Sole	2025-04-16
2024-12-31	$515,871	9,532	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$434,588	9,520	+2.0%	Shares	Sole	2024-10-28
2024-06-30	$396,695	9,334	-1.6%	Shares	Sole	2024-08-12
2024-03-31	$369,513	9,482	+1.5%	Shares	Sole	2024-04-25
2023-12-31	$325,381	9,342	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.