ROTHSCHILD INVESTMENT LLC

Position in WMB — Williams Companies, Inc.

CIK 85338 CHICAGO, IL

Position in WMB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,399,153

+$23,466 QoQ

Shares Held

18,821

-0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#776

of 1,796 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $18,169,989 across 33 Oil & Gas Midstream names. WMB ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	178,856	$6,574,746
2	KMI	Kinder Morgan, Inc.	160,393	$5,127,764
3	WMB	Williams Companies, Inc. This page	18,821	$1,399,153
4	OKE	Oneok Inc /New/	14,217	$1,236,025
5	LNG	Cheniere Energy, Inc.	4,446	$1,062,638
6	ENB	Enbridge Inc	17,371	$941,681
7	MPLX	Mplx LP	10,150	$571,749
8	ET	Energy Transfer LP	24,469	$467,847

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,399,153	18,821	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$1,375,687	18,902	-5.1%	Shares	Sole	2026-05-07
2025-12-31	$1,196,910	19,912	+80.9%	Shares	Sole	2026-02-10
2025-09-30	$697,420	11,009	+21.6%	Shares	Sole	2025-11-07
2025-06-30	$568,618	9,053	+1.6%	Shares	Sole	2025-08-11
2025-03-31	$532,521	8,911	+2.3%	Shares	Sole	2025-04-08
2024-12-31	$471,331	8,709	+1.0%	Shares	Sole	2025-02-04
2024-09-30	$393,594	8,622	+0.8%	Shares	Sole	2024-10-18
2024-06-30	$363,375	8,550	+4.6%	Shares	Sole	2024-07-31
2024-03-31	$318,501	8,173	-1.3%	Shares	Sole	2024-07-31
2023-12-31	$288,322	8,278	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.