Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$286,283
+$3,970 QoQ
Shares Held
3,851
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,341
of 1,824 holders
Holding Since
Dec 2024
7 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, 2026GLOBALT Investments LLC / GA holds $9,367,000 across 2 Oil & Gas Midstream names. WMB ranks #2 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
167,510 | $9,080,717 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
3,851 | $286,283 |
All Filings in WMB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,283 | 3,851 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $282,313 | 3,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,745 | 3,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $258,404 | 4,079 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $255,825 | 4,073 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $243,402 | 4,073 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $270,167 | 4,992 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||