United Financial Planning Group LLC

Position in WMB — Williams Companies, Inc.

CIK 2088337 HAUPPAUGE, NY

Position in WMB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$10,927

+$229 QoQ

Shares Held

147

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,736

of 1,827 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

United Financial Planning Group LLC holds $52,917 across 5 Oil & Gas Midstream names. WMB ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust	1,000	$25,040
2	WMB	Williams Companies, Inc. This page	147	$10,927
3	LNG	Cheniere Energy, Inc.	32	$7,648
4	AM	Antero Midstream Corp	222	$5,050
5	KMI	Kinder Morgan, Inc.	133	$4,252

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,927	147	0.0%	Shares	Sole	2026-08-06
2026-03-31	$10,698	147	0.0%	Shares	Sole	2026-05-08
2025-12-31	$8,836	147	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.