Retirement Wealth Solutions LLC
PensionPosition in WMB — Williams Companies, Inc.
CIK 2044741
MARSHFIELD, WI
Position in WMB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,750
-$88 QoQ
Shares Held
37
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,784
of 1,824 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $56,528 across 8 Oil & Gas Midstream names. WMB ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
810 | $25,895 | |
| 2 | DTM |
DT Midstream, Inc.
|
122 | $17,902 | |
| 3 | TRGP |
Targa Resources Corp.
|
22 | $5,899 | |
| 4 | WMB |
Williams Companies, Inc.
This page
|
37 | $2,750 | |
| 5 | OKE |
Oneok Inc /New/
|
25 | $2,173 | |
| 6 | ENB |
Enbridge Inc
|
22 | $1,192 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
3 | $717 | |
| 8 | VNOM |
Viper Energy, Inc.
|
0 | $0 |
All Filings in WMB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750 | 37 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,838 | 39 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,442 | 24 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,267 | 20 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||