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EP Wealth Advisors, LLC: KMI position timeline

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

EP Wealth Advisors, LLC held 171,310 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,310 shares
    Change vs previous 13F +6,376 shares

    0.02% of the 13F portfolio, value $5,476,781.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 164,934 shares
    Change vs previous 13F +1,913 shares

    0.03% of the 13F portfolio, value $5,530,236.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 163,021 shares
    Change vs previous 13F +7,684 shares

    0.02% of the 13F portfolio, value $4,481,459.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 155,337 shares
    Change vs previous 13F +8,181 shares

    0.03% of the 13F portfolio, value $4,566,907.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 147,156 shares
    Change vs previous 13F +7,924 shares

    0.03% of the 13F portfolio, value $4,198,359.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 139,232 shares
    Change vs previous 13F +1,719 shares

    0.03% of the 13F portfolio, value $3,814,950.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 137,513 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,037,659.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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