BEAM WEALTH ADVISORS, INC.: KMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on KMI, newest first. How the timeline and the estimate are built.
BEAM WEALTH ADVISORS, INC. held 41,268 KMI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F/A 41,268 sharesChange vs previous 13F -1,762 shares
0.29% of the 13F portfolio, value $1,319,338.
13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,030 sharesChange vs previous 13F -10,305 shares
0.36% of the 13F portfolio, value $1,442,796.
13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 53,335 sharesChange vs previous 13F -4,855 shares
0.4% of the 13F portfolio, value $1,466,179.
13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 58,190 sharesChange vs previous 13F -17,415 shares
0.45% of the 13F portfolio, value $1,647,359.
13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 75,605 sharesChange vs previous 13F -2,057 shares
0.66% of the 13F portfolio, value $2,222,787.
13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,662 sharesChange vs previous 13F -1,123 shares
0.75% of the 13F portfolio, value $2,215,697.
13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,785 sharesChange vs previous 13F -3,457 shares
0.68% of the 13F portfolio, value $2,158,709.
13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 82,242 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $1,816,726.
13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).