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Atria Investments, Inc: KMI position timeline

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

Atria Investments, Inc held 67,293 KMI shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67,293 shares
    Change vs previous 13F -11,634 shares

    0.02% of the 13F portfolio, value $2,028,874.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,927 shares
    Change vs previous 13F +416 shares

    0.03% of the 13F portfolio, value $2,523,301.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 78,511 shares
    Change vs previous 13F -2,175 shares

    0.03% of the 13F portfolio, value $2,632,474.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 80,686 shares
    Change vs previous 13F -1,998 shares

    0.03% of the 13F portfolio, value $2,218,046.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 82,684 shares
    Change vs previous 13F -20,011 shares

    0.03% of the 13F portfolio, value $2,340,774.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,695 shares
    Change vs previous 13F -54,688 shares

    0.04% of the 13F portfolio, value $3,019,236.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 157,383 shares
    Change vs previous 13F +72,235 shares

    0.06% of the 13F portfolio, value $4,490,138.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 85,148 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,333,042.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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