OneAscent Family Office, LLC
Family OfficePosition in WMB — Williams Companies, Inc.
CIK 2055812
BIRMINGHAM, AL
Position in WMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$252,086
+$12,859 QoQ
Shares Held
3,391
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,404
of 1,824 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026OneAscent Family Office, LLC holds $755,273 across 3 Oil & Gas Midstream names. WMB ranks #2 (33.4% of the industry book) .
All Filings in WMB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,086 | 3,391 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $239,227 | 3,287 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $245,068 | 4,077 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $333,854 | 5,270 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $342,126 | 5,447 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $456,446 | 7,638 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $229,198 | 4,235 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||