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Disclosery

BEACON FINANCIAL GROUP: KMI position timeline

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

BEACON FINANCIAL GROUP held 176,829 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,829 shares
    Change vs previous 13F -6,272 shares

    0.51% of the 13F portfolio, value $5,653,238.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    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 183,101 shares
    Change vs previous 13F -13,140 shares

    0.61% of the 13F portfolio, value $6,139,362.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    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 196,241 shares
    Change vs previous 13F -9,369 shares

    0.54% of the 13F portfolio, value $5,394,653.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    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 205,610 shares
    Change vs previous 13F -17,034 shares

    0.57% of the 13F portfolio, value $5,820,806.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    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 222,644 shares
    Change vs previous 13F -15,602 shares

    0.68% of the 13F portfolio, value $6,545,730.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    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 238,246 shares
    Change vs previous 13F -27,262 shares

    0.74% of the 13F portfolio, value $6,797,172.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    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 265,508 shares
    Change vs previous 13F -3,333 shares

    0.78% of the 13F portfolio, value $7,274,927.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    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 268,841 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,938,697.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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