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Avidian Wealth Enterprises, LLC: KMI position timeline

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

Avidian Wealth Enterprises, LLC held 159,083 KMI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 159,083 shares
    Change vs previous 13F +4,057 shares

    0.13% of the 13F portfolio, value $4,796,361.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 155,026 shares
    Change vs previous 13F +3,252 shares

    0.14% of the 13F portfolio, value $4,956,173.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    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 151,774 shares
    Change vs previous 13F +102,147 shares

    0.16% of the 13F portfolio, value $5,088,982.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,627 shares
    Change vs previous 13F -545 shares

    0.05% of the 13F portfolio, value $1,364,252.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 50,172 shares
    Change vs previous 13F +6,353 shares

    0.05% of the 13F portfolio, value $1,420,369.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,819 shares
    Change vs previous 13F -6,880 shares

    0.05% of the 13F portfolio, value $1,288,266.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    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 50,699 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $1,446,442.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 50,689 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,388,880.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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