Skip to content
Disclosery

AE Wealth Management LLC: KMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on KMI, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 88,964 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,964 shares
    Change vs previous 13F +48,421 shares

    0.01% of the 13F portfolio, value $2,844,205.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,543 shares
    Change vs previous 13F +4,277 shares

    0.01% of the 13F portfolio, value $1,359,440.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,266 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $996,996.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,531 shares
    Change vs previous 13F -4,258 shares

    0.01% of the 13F portfolio, value $1,034,193.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,789 shares
    Change vs previous 13F -4,175 shares

    0.01% of the 13F portfolio, value $1,199,228.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 44,964 shares
    Change vs previous 13F -5,319 shares

    0.01% of the 13F portfolio, value $1,282,862.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,283 shares
    Change vs previous 13F +5,887 shares

    0.01% of the 13F portfolio, value $1,377,762.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,396 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $980,707.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).