Wealth Management Associates, Inc.

Position in WMB — Williams Companies, Inc.

CIK 2067339 Cherry Hill, NJ

Position in WMB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$638,654

+$35,236 QoQ

Shares Held

8,591

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,027

of 1,824 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $7,035,050 across 6 Oil & Gas Midstream names. WMB ranks #2 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	148,674	$4,753,107
2	WMB	Williams Companies, Inc. This page	8,591	$638,654
3	OKE	Oneok Inc /New/	6,490	$564,240
4	TRGP	Targa Resources Corp.	1,920	$514,828
5	EPD	Enterprise Products Partners L.P.	9,185	$337,640
6	LNG	Cheniere Energy, Inc.	948	$226,581

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,654	8,591	+3.6%	Shares	Sole	2026-07-21
2026-03-31	$603,418	8,291	-0.6%	Shares	Sole	2026-05-13
2025-12-31	$501,197	8,338	0.0%	Shares	Sole	2026-01-20
2025-09-30	$528,212	8,338	+0.6%	Shares	Sole	2025-10-21
2025-06-30	$520,757	8,291	-3.8%	Shares	Sole	2025-08-04
2025-03-31	$515,190	8,621	-20.8%	Shares	Sole	2025-05-28
2024-12-31	$589,042	10,884	0.0%	Shares	Sole	2025-05-28
2024-09-30	$496,854	10,884	+1.9%	Shares	Sole	2025-05-28
2024-06-30	$454,070	10,684	0.0%	Shares	Sole	2025-05-28
2024-03-31	$416,355	10,684	+2.6%	Shares	Sole	2025-05-28
2023-12-31	$362,719	10,414	+0.5%	Shares	Sole	2025-05-28
2023-09-30	$349,028	10,360	0.0%	Shares	Sole	2025-05-28
2023-06-30	$338,046	10,360	+8.1%	Shares	Sole	2025-05-28
2023-03-31	$286,058	9,580	0.0%	Shares	Sole	2025-05-28
2022-12-31	$315,182	9,580	-36.1%	Shares	Sole	2025-05-28
2022-09-30	$429,335	14,996	0.0%	Shares	Sole	2025-05-28
2022-06-30	$468,025	14,996	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.