Triad Wealth Partners, LLC

Position in WMB — Williams Companies, Inc.

CIK 2012717 LAWRENCE, KS

Position in WMB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$256,770

+$233,353 QoQ

Shares Held

3,454

+526.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,397

of 1,824 holders

Holding Since

Jun 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $2,724,339 across 6 Oil & Gas Midstream names. WMB ranks #5 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	47,967	$917,129
2	TRGP	Targa Resources Corp.	2,036	$545,933
3	ENB	Enbridge Inc	8,024	$434,981
4	KMI	Kinder Morgan, Inc.	11,024	$352,437
5	WMB	Williams Companies, Inc. This page	3,454	$256,770
6	OKE	Oneok Inc /New/	2,497	$217,089

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,770	3,454	+526.9%	Shares	Sole	2026-08-10
2024-06-30	$23,417	551	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.