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Disclosery

Clearstead Advisors, LLC: KMI position timeline

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

Clearstead Advisors, LLC held 59,428 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 59,428 shares
    Change vs previous 13F -7,429 shares

    0.02% of the 13F portfolio, value $1,899,904.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 66,857 shares
    Change vs previous 13F +25,279 shares

    0.02% of the 13F portfolio, value $2,241,700.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 41,578 shares
    Change vs previous 13F +847 shares

    0.01% of the 13F portfolio, value $1,142,968.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 40,731 shares
    Change vs previous 13F +7,270 shares

    0.02% of the 13F portfolio, value $1,153,092.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 33,461 shares
    Change vs previous 13F +2,364 shares

    0.01% of the 13F portfolio, value $983,768.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 31,097 shares
    Change vs previous 13F -4,657 shares

    0.01% of the 13F portfolio, value $887,204.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 35,754 shares
    Change vs previous 13F -5,568 shares

    0.01% of the 13F portfolio, value $979,664.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 41,322 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $912,809.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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