Provenance Wealth Advisors, LLC
Position in WMB — Williams Companies, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in WMB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,040
-$5,542 QoQ
Shares Held
14
-92.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,805
of 1,824 holders
Holding Since
Dec 2023
2 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, 2026Provenance Wealth Advisors, LLC holds $218,531 across 5 Oil & Gas Midstream names. WMB ranks #5 (0.5% of the industry book) .
All Filings in WMB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040 | 14 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $6,582 | 189 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||