Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,481
+$5,752 QoQ
Shares Held
141
+116.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,708
of 1,796 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Bare Financial Services, Inc holds $103,839 across 21 Oil & Gas Midstream names. WMB ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
437 | $23,689 | |
| 2 | TRP |
Tc Energy Corp
|
257 | $17,035 | |
| 3 | WMB |
Williams Companies, Inc.
This page
|
141 | $10,481 | |
| 4 | INSW |
International Seaways, Inc.
|
126 | $9,650 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
296 | $9,462 | |
| 6 | DTM |
DT Midstream, Inc.
|
54 | $7,922 | |
| 7 | PBA |
Pembina Pipeline Corp
|
144 | $6,660 | |
| 8 | FRO |
Frontline plc
|
139 | $4,835 |
All Filings in WMB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,481 | 141 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,729 | 65 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,584 | 43 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,723 | 43 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,715 | 91 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $478 | 8 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||