Position in WMB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,700,422
-$200,513 QoQ
Shares Held
49,777
-7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#567
of 1,824 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $16,557,364 across 11 Oil & Gas Midstream names. WMB ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
This page
|
49,777 | $3,700,422 | |
| 2 | ENB |
Enbridge Inc
|
60,387 | $3,273,579 | |
| 3 | ET |
Energy Transfer LP
|
99,789 | $1,907,965 | |
| 4 | OKE |
Oneok Inc /New/
|
21,829 | $1,897,813 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
33,846 | $1,636,115 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
45,970 | $1,469,660 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
28,733 | $1,056,225 | |
| 8 | MPLX |
Mplx LP
|
10,467 | $589,606 |
All Filings in WMB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,700,422 | 49,777 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,900,935 | 53,599 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $545,257 | 9,071 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $579,145 | 9,142 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $617,296 | 9,828 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $614,512 | 10,283 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $653,769 | 12,080 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $701,366 | 15,364 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $923,142 | 21,721 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||