Position in WMB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$214,099
New position
Shares Held
2,880
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,484
of 1,824 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BAM Wealth Management, LLC holds $1,021,468 across 2 Oil & Gas Midstream names. WMB ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
3,011 | $807,369 | |
| 2 | WMB |
Williams Companies, Inc.
This page
|
2,880 | $214,099 |
All Filings in WMB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,099 | 2,880 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||