Skip to content
Disclosery

ACG Wealth: KMI position timeline

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

ACG Wealth held 21,167 KMI shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 21,167 shares
    Change vs previous 13F -7,150 shares

    0.08% of the 13F portfolio, value $352,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 28,317 shares
    Change vs previous 13F +5,373 shares

    0.1% of the 13F portfolio, value $475,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 22,944 shares
    Change vs previous 13F +445 shares

    0.08% of the 13F portfolio, value $434,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 22,499 shares
    Change vs previous 13F +1,499 shares

    0.05% of the 13F portfolio, value $357,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 21,000 shares
    Change vs previous 13F +2,839 shares

    0.05% of the 13F portfolio, value $351,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 18,161 shares
    Change vs previous 13F +2,813 shares

    0.04% of the 13F portfolio, value $331,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 15,348 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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