Montgomery Financial Services LLC

Position in WMB — Williams Companies, Inc.

CIK 2149844 OCEAN CITY, MD

Position in WMB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,007

New position

Shares Held

27

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,795

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

Montgomery Financial Services LLC holds $17,710 across 4 Oil & Gas Midstream names. WMB ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	200	$7,352
2	ENB	Enbridge Inc	113	$6,125
3	PAA	Plains All American Pipeline LP	100	$2,226
4	WMB	Williams Companies, Inc. This page	27	$2,007

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,007	27	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.