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AG Asset Advisory, LLC: KYN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AG Asset Advisory, LLC on KYN, newest first. How the timeline and the estimate are built.

AG Asset Advisory, LLC held 120,714 KYN 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 120,714 shares
    Change vs previous 13F +9,000 shares

    1.35% of the 13F portfolio, value $1,669,485.

    13F-HR 0001625008-26-000004 filed by AG Asset Advisory, 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 111,714 shares
    Change vs previous 13F +16,989 shares

    1.32% of the 13F portfolio, value $1,595,286.

    13F-HR 0001625008-26-000002 filed by AG Asset Advisory, 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 94,725 shares
    Change vs previous 13F +32,695 shares

    1.01% of the 13F portfolio, value $1,172,704.

    13F-HR 0001625008-26-000001 filed by AG Asset Advisory, 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 62,030 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $767,311.

    13F-HR 0001625008-25-000004 filed by AG Asset Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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