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Gary Goldberg Planning Services Inc: KMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gary Goldberg Planning Services Inc on KMI, newest first. How the timeline and the estimate are built.

Gary Goldberg Planning Services Inc held 279,154 KMI shares at 2014-12-31 per its 13F-HR filed 2015-02-09.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 279,154 shares
    Change vs previous 13F +78,515 shares

    4.96% of the 13F portfolio, value $11,811,000.

    13F-HR 0001019687-15-000490 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 200,639 shares
    Change vs previous 13F +11,174 shares

    3.2% of the 13F portfolio, value $7,692,000.

    13F-HR 0001019687-14-004141 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 189,465 shares
    Change vs previous 13F +110,968 shares

    3.02% of the 13F portfolio, value $6,870,000.

    13F-HR 0001019687-14-002977 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 78,497 shares
    Change vs previous 13F +49,850 shares

    1.24% of the 13F portfolio, value $2,550,000.

    13F-HR 0001019687-14-001683 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 28,647 shares
    Change vs previous 13F +27,947 shares

    0.6% of the 13F portfolio, value $1,031,000.

    13F-HR 0001019687-14-000395 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 700 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $25,000.

    13F-HR 0001019687-13-004098 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $27,000.

    13F-HR 0001019687-13-003212 filed by Gary Goldberg Planning Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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