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Centric Wealth Management: KMI position timeline

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

Centric Wealth Management held 114,855 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,855 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $3,729,350.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 114,855 shares
    Change vs previous 13F -2,572 shares

    0.74% of the 13F portfolio, value $3,729,350.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 117,427 shares
    Change vs previous 13F +7,565 shares

    0.73% of the 13F portfolio, value $3,477,008.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 109,862 shares
    Change vs previous 13F +24,625 shares

    0.64% of the 13F portfolio, value $2,877,289.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 85,237 shares
    Change vs previous 13F +11,691 shares

    0.55% of the 13F portfolio, value $2,292,015.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 73,546 shares
    Change vs previous 13F +20,193 shares

    0.55% of the 13F portfolio, value $2,098,258.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 53,353 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,461,872.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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