Position in WMB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$59,992
+$1,259 QoQ
Shares Held
807
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,609
of 1,824 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Accordant Advisory Group Inc holds $202,474 across 5 Oil & Gas Midstream names. WMB ranks #2 (29.6% 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 | $59,992 | 807 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $58,733 | 807 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $48,508 | 807 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,036 | 190 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,652 | 90 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,870 | 90 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,551,232 | 33,981 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,446,062 | 34,025 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,305,222 | 33,493 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||