CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WMB — Williams Companies, Inc.
CIK 819864
KOKOMO, IN
Position in WMB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$93,371
+$42,935 QoQ
Shares Held
1,256
+81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,561
of 1,824 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,040,817 across 20 Oil & Gas Midstream names. WMB ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
24,772 | $2,153,677 | |
| 2 | VG |
Venture Global, Inc.
|
37,866 | $421,448 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
8,477 | $311,614 | |
| 4 | ET |
Energy Transfer LP
|
13,047 | $249,458 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
875 | $209,133 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,070 | $130,117 | |
| 7 | WMB |
Williams Companies, Inc.
This page
|
1,256 | $93,371 | |
| 8 | WES |
Western Midstream Partners, LP
|
1,759 | $76,973 |
All Filings in WMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,371 | 1,256 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $50,436 | 693 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $47,547 | 791 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $60,562 | 956 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,494 | 1,393 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $56,532 | 946 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $52,658 | 973 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,676 | 672 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $28,560 | 672 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $32,189 | 826 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $70,670 | 2,029 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $9,163 | 272 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,383 | 165 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,926 | 165 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,428 | 165 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,723 | 165 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,149 | 165 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,512 | 165 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $4,296 | 165 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,482 | 327 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $8,681 | 327 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,837 | 162 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,248 | 162 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,183 | 162 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,081 | 162 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||