ADVISORTRUST PARTNERS, LLC

Position in WMB — Williams Companies, Inc.

CIK 2115523 RALEIGH, NC

Position in WMB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$345,978

+$1,802 QoQ

Shares Held

4,654

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,260

of 1,824 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $1,078,152 across 3 Oil & Gas Midstream names. WMB ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	7,225	$391,667
2	WMB	Williams Companies, Inc. This page	4,654	$345,978
3	EPD	Enterprise Products Partners L.P.	9,263	$340,507

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,978	4,654	-1.6%	Shares	Sole	2026-08-10
2026-03-31	$344,176	4,729	-40.5%	Shares	Sole	2026-05-06
2025-12-31	$478,054	7,953	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.