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Disclosery

HB Wealth Management, LLC: KMI position timeline

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

HB Wealth Management, LLC held 107,117 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,117 shares
    Change vs previous 13F -3,627 shares

    0.02% of the 13F portfolio, value $3,424,556.

    13F-HR 0001172661-26-002920 filed by HB 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 110,744 shares
    Change vs previous 13F +18,812 shares

    0.02% of the 13F portfolio, value $3,713,276.

    13F-HR 0001172661-26-001543 filed by HB 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 91,932 shares
    Change vs previous 13F -7,856 shares

    0.02% of the 13F portfolio, value $2,527,234.

    13F-HR 0001172661-26-000353 filed by HB 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 99,788 shares
    Change vs previous 13F +8,199 shares

    0.02% of the 13F portfolio, value $2,825,022.

    13F-HR 0001172661-25-004398 filed by HB 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 91,589 shares
    Change vs previous 13F -299 shares

    0.02% of the 13F portfolio, value $2,692,740.

    13F-HR 0001172661-25-002644 filed by HB 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 91,888 shares
    Change vs previous 13F +21,862 shares

    0.02% of the 13F portfolio, value $2,621,583.

    13F-HR 0001172661-25-001594 filed by HB 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 70,026 shares
    Change vs previous 13F +17,650 shares

    0.02% of the 13F portfolio, value $1,918,279.

    13F-HR 0001172661-25-000193 filed by HB 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 52,376 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,156,997.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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