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Icon Wealth Advisors, LLC: KMI position timeline

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

Icon Wealth Advisors, LLC held 129,090 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,090 shares
    Change vs previous 13F -9,132 shares

    0.25% of the 13F portfolio, value $4,127,012.

    13F-HR 0001963212-26-000003 filed by Icon 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 138,222 shares
    Change vs previous 13F -60,219 shares

    0.29% of the 13F portfolio, value $4,400,985.

    13F-HR 0001963212-26-000002 filed by Icon 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 198,441 shares
    Change vs previous 13F -21,747 shares

    0.36% of the 13F portfolio, value $5,455,166.

    13F-HR 0001963212-26-000001 filed by Icon 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 ended2025-09-30
    13F 220,188 shares
    Change vs previous 13F -31,492 shares

    0.42% of the 13F portfolio, value $6,233,517.

    13F-HR 0001963212-25-000007 filed by Icon 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 ended2025-06-30
    13F 251,680 shares
    Change vs previous 13F -16,984 shares

    0.53% of the 13F portfolio, value $7,399,401.

    13F-HR 0001963212-25-000004 filed by Icon 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 ended2025-03-31
    13F 268,664 shares
    Change vs previous 13F -7,070 shares

    0.63% of the 13F portfolio, value $7,664,987.

    13F-HR 0001963212-25-000003 filed by Icon 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 ended2024-12-31
    13F 275,734 shares
    Change vs previous 13F -17,045 shares

    0.62% of the 13F portfolio, value $7,555,099.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 292,779 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $6,467,498.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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