Position in WMB
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$16,280
+$414 QoQ
Shares Held
219
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,707
of 1,824 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026KERR FINANCIAL PLANNING Corp holds $256,042 across 3 Oil & Gas Midstream names. WMB ranks #2 (6.4% 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 | $16,280 | 219 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $15,866 | 218 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,841 | 380 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $24,009 | 379 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||