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IMA Advisory Services, Inc.: KMI position timeline

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

IMA Advisory Services, Inc. held 127,675 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,675 shares
    Change vs previous 13F +7,130 shares

    0.26% of the 13F portfolio, value $4,081,791.

    13F-HR 0001455495-26-000008 filed by IMA Advisory 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 ended2026-03-31
    13F 120,545 shares
    Change vs previous 13F -13,511 shares

    0.39% of the 13F portfolio, value $4,041,902.

    13F-HR 0001455495-26-000006 filed by IMA Advisory 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 ended2025-12-31
    13F 134,056 shares
    Change vs previous 13F -1,536 shares

    0.35% of the 13F portfolio, value $3,685,199.

    13F-HR 0001455495-26-000004 filed by IMA Advisory 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 ended2025-09-30
    13F 135,592 shares
    Change vs previous 13F -277 shares

    0.39% of the 13F portfolio, value $3,838,610.

    13F-HR 0001455495-25-000010 filed by IMA Advisory 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 ended2025-06-30
    13F 135,869 shares
    Change vs previous 13F +1,372 shares

    0.43% of the 13F portfolio, value $3,994,549.

    13F-HR 0001455495-25-000008 filed by IMA Advisory 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 ended2025-03-31
    13F 134,497 shares
    Change vs previous 13F -9,269 shares

    0.46% of the 13F portfolio, value $3,837,199.

    13F-HR 0001455495-25-000004 filed by IMA Advisory 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 ended2024-12-31
    13F 143,766 shares
    Change vs previous 13F -1,272 shares

    0.47% of the 13F portfolio, value $3,939,188.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, Inc.
    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 145,038 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,203,889.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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