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Atria Wealth Solutions, Inc.: KMI position timeline

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

Atria Wealth Solutions, Inc. held 52,785 KMI shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 52,785 shares
    Change vs previous 13F -102,117 shares

    0.04% of the 13F portfolio, value $1,548,516.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 154,902 shares
    Change vs previous 13F -29,877 shares

    0.05% of the 13F portfolio, value $4,419,392.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 184,779 shares
    Change vs previous 13F +18,078 shares

    0.06% of the 13F portfolio, value $5,062,952.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 166,701 shares
    Change vs previous 13F -23,298 shares

    0.04% of the 13F portfolio, value $3,682,434.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 189,999 shares
    Change vs previous 13F -3,896 shares

    0.04% of the 13F portfolio, value $3,775,268.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 193,895 shares
    Change vs previous 13F +12,163 shares

    0.04% of the 13F portfolio, value $3,556,030.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 181,732 shares
    Change vs previous 13F +13,943 shares

    0.04% of the 13F portfolio, value $3,205,764.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 167,789 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,781,936.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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