Position in WMB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$267,549
-$3,265 QoQ
Shares Held
3,599
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,368
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, 2026Uniting Wealth Partners, LLC holds $1,895,017 across 5 Oil & Gas Midstream names. WMB ranks #4 (14.1% of the industry book) .
All Filings in WMB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,549 | 3,599 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $270,814 | 3,721 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $223,789 | 3,723 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $223,878 | 3,534 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||