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Disclosery

Compass Wealth Management LLC: KMI position timeline

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

Compass Wealth Management LLC held 120,334 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,334 shares
    Change vs previous 13F +1,773 shares

    0.73% of the 13F portfolio, value $3,847,078.

    13F-HR 0001965653-26-000003 filed by Compass Wealth Management 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 118,561 shares
    Change vs previous 13F +15,561 shares

    0.98% of the 13F portfolio, value $3,975,351.

    13F-HR 0001965653-26-000002 filed by Compass Wealth Management 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 103,000 shares
    Change vs previous 13F +40,075 shares

    0.71% of the 13F portfolio, value $2,831,470.

    13F-HR 0001965653-26-000001 filed by Compass Wealth Management 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 62,925 shares
    Change vs previous 13F -5,977 shares

    0.4% of the 13F portfolio, value $1,781,407.

    13F-HR 0001965653-25-000009 filed by Compass Wealth Management 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 68,902 shares
    Change vs previous 13F -5,183 shares

    0.48% of the 13F portfolio, value $2,025,727.

    13F-HR 0001965653-25-000006 filed by Compass Wealth Management 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 74,085 shares
    Change vs previous 13F -33,668 shares

    0.54% of the 13F portfolio, value $2,113,653.

    13F-HR 0001965653-25-000004 filed by Compass Wealth Management 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 107,753 shares
    Change vs previous 13F -12,660 shares

    0.71% of the 13F portfolio, value $2,952,440.

    13F-HR 0001965653-25-000001 filed by Compass Wealth Management 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 120,413 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,659,921.

    13F-HR 0001965653-24-000007 filed by Compass Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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