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HEADINVEST, LLC: KMI position timeline

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

HEADINVEST, LLC held 120,168 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,168 shares
    Change vs previous 13F -1,509 shares

    0.72% of the 13F portfolio, value $3,841,771.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 121,677 shares
    Change vs previous 13F -990 shares

    0.84% of the 13F portfolio, value $4,079,830.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 122,667 shares
    Change vs previous 13F -1,884 shares

    0.67% of the 13F portfolio, value $3,372,116.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 124,551 shares
    Change vs previous 13F -1,217 shares

    0.73% of the 13F portfolio, value $3,526,039.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 125,768 shares
    Change vs previous 13F -6,123 shares

    0.79% of the 13F portfolio, value $3,697,579.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 131,891 shares
    Change vs previous 13F +1,150 shares

    0.73% of the 13F portfolio, value $3,762,850.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 130,741 shares
    Change vs previous 13F +615 shares

    0.68% of the 13F portfolio, value $3,582,303.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 130,126 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,874,483.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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