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Arete Wealth Advisors, LLC: KMI position timeline

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

Arete Wealth Advisors, LLC held 82,955 KMI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 82,955 shares
    Change vs previous 13F +3,270 shares

    0.18% of the 13F portfolio, value $2,652,100.

    13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, 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/A 79,685 shares
    Change vs previous 13F -3,285 shares

    0.2% of the 13F portfolio, value $2,659,764.

    13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, 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/A 82,970 shares
    Change vs previous 13F +9,779 shares

    0.16% of the 13F portfolio, value $2,280,872.

    13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, 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 73,191 shares
    Change vs previous 13F +1,318 shares

    0.13% of the 13F portfolio, value $2,072,000.

    13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, 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 71,873 shares
    Change vs previous 13F +776 shares

    0.15% of the 13F portfolio, value $2,113,000.

    13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, 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 71,097 shares
    Change vs previous 13F -3,084 shares

    0.15% of the 13F portfolio, value $2,028,000.

    13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, 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 74,181 shares
    Change vs previous 13F +7,616 shares

    0.15% of the 13F portfolio, value $2,035,000.

    13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, 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/A 66,565 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,466,000.

    13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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