Clearview Wealth Advisors LLC: KMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearview Wealth Advisors LLC on KMI, newest first. How the timeline and the estimate are built.
Clearview Wealth Advisors LLC held 14,559 KMI shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 14,559 sharesChange vs previous 13F -665 shares
0.25% of the 13F portfolio, value $400,219.
13F-HR 0001840306-26-000001 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,224 sharesChange vs previous 13F -416 shares
0.28% of the 13F portfolio, value $430,990.
13F-HR 0001840306-25-000002 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,640 sharesChange vs previous 13F -84 shares
0.32% of the 13F portfolio, value $459,813.
13F-HR 0001754960-25-000482 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,724 sharesChange vs previous 13F -441 shares
0.34% of the 13F portfolio, value $448,596.
13F-HR 0001754960-25-000241 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,165 sharesChange vs previous 13F -109 shares
0.34% of the 13F portfolio, value $442,928.
13F-HR 0001754960-25-000065 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,274 sharesChange vs previous 13F -613 shares
0.28% of the 13F portfolio, value $359,497.
13F-HR 0001754960-24-000497 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 16,887 sharesChange vs previous 13F -777 shares
0.29% of the 13F portfolio, value $335,545.
13F-HR 0001754960-24-000372 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 17,664 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $323,953.
13F-HR 0001754960-24-000110 filed by Clearview Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).