Downshift Financial, LLC

Position in WMB — Williams Companies, Inc.

CIK 2118380 BOULDER, CO

Position in WMB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,692

New position

Shares Held

238

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,702

of 1,824 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Downshift Financial, LLC holds $33,271 across 5 Oil & Gas Midstream names. WMB ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	238	$17,692
2	KMI	Kinder Morgan, Inc.	377	$12,052
3	LNG	Cheniere Energy, Inc.	10	$2,390
4	OKE	Oneok Inc /New/	10	$869
5	TRGP	Targa Resources Corp.	1	$268

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,692	238	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.