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HOERTKORN RICHARD CHARLES: KMI position timeline

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

HOERTKORN RICHARD CHARLES held 178,915 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,915 shares
    Change vs previous 13F -4,700 shares

    3.83% of the 13F portfolio, value $5,719,913.

    13F-HR 0001598177-26-000004 filed by HOERTKORN RICHARD CHARLES
    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 183,615 shares
    Change vs previous 13F -304,049 shares

    5.05% of the 13F portfolio, value $6,156,611.

    13F-HR 0001598177-26-000003 filed by HOERTKORN RICHARD CHARLES
    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 487,664 shares
    Change vs previous 13F -5,634 shares

    5.21% of the 13F portfolio, value $13,405,890.

    13F-HR 0001598177-26-000001 filed by HOERTKORN RICHARD CHARLES
    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 493,298 shares
    Change vs previous 13F -9,950 shares

    5.4% of the 13F portfolio, value $13,965,273.

    13F-HR 0001598177-25-000005 filed by HOERTKORN RICHARD CHARLES
    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 503,248 shares
    Change vs previous 13F -3,800 shares

    6.26% of the 13F portfolio, value $14,795,498.

    13F-HR 0001598177-25-000003 filed by HOERTKORN RICHARD CHARLES
    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 507,048 shares
    Change vs previous 13F -16,900 shares

    6.69% of the 13F portfolio, value $14,466,086.

    13F-HR 0001598177-25-000002 filed by HOERTKORN RICHARD CHARLES
    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 523,948 shares
    Change vs previous 13F -5,446 shares

    5.9% of the 13F portfolio, value $14,356,182.

    13F-HR 0001598177-25-000001 filed by HOERTKORN RICHARD CHARLES
    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 529,394 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $11,694,313.

    13F-HR 0001598177-24-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

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