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Financial Life Planners

Position in WMB — Williams Companies, Inc.

CIK 2053368 TEMPE, AZ

Position in WMB

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$42,968
+$1,193 QoQ
Shares Held
578
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,632
of 1,824 holders
Holding Since
Dec 2024
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, 2026

Financial Life Planners holds $179,449 across 6 Oil & Gas Midstream names. WMB ranks #1 (23.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMB
Williams Companies, Inc.
This page
578 $42,968

All Filings in WMB

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,968 578
2026-03-31 $41,775 574
2025-09-30 $35,792 565
2024-12-31 $29,874 552