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Avior Wealth Management, LLC: KMI position timeline

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

Avior Wealth Management, LLC held 39,736 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,736 shares
    Change vs previous 13F -89,144 shares

    0.03% of the 13F portfolio, value $1,270,372.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 128,880 shares
    Change vs previous 13F +1,333 shares

    0.12% of the 13F portfolio, value $4,321,337.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 127,547 shares
    Change vs previous 13F +76,152 shares

    0.11% of the 13F portfolio, value $3,506,267.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 51,395 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $1,454,982.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 51,412 shares
    Change vs previous 13F -74,951 shares

    0.05% of the 13F portfolio, value $1,511,524.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 126,363 shares
    Change vs previous 13F +6,057 shares

    0.14% of the 13F portfolio, value $3,605,134.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 120,306 shares
    Change vs previous 13F +4,672 shares

    0.12% of the 13F portfolio, value $3,296,409.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, 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 115,634 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,554,361.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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