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Disclosery

BXM Wealth LLC: KMI position timeline

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

BXM Wealth LLC held 18,727 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,727 shares
    Change vs previous 13F +6,427 shares

    0.33% of the 13F portfolio, value $598,702.

    13F-HR 0002085853-26-000858 filed by BXM Wealth 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 12,300 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $412,419.

    13F-HR 0002085853-26-000469 filed by BXM Wealth 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 12,300 shares
    Change vs previous 13F -6,427 shares

    0.26% of the 13F portfolio, value $338,127.

    13F-HR 0002085853-26-000054 filed by BXM Wealth 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 18,727 shares
    Change vs previous 13F +5,631 shares

    0.5% of the 13F portfolio, value $530,161.

    13F-HR 0002085853-25-000177 filed by BXM Wealth 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 13,096 shares
    Change vs previous 13F -1,325 shares

    0.46% of the 13F portfolio, value $385,022.

    13F-HR 0001667731-25-001000 filed by BXM Wealth 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 14,421 shares
    Change vs previous 13F -4,992 shares

    0.49% of the 13F portfolio, value $411,431.

    13F-HR 0001667731-25-000555 filed by BXM Wealth 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 19,413 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $531,916.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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