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Independent Advisor Alliance: KMI position timeline

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

Independent Advisor Alliance held 114,729 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,729 shares
    Change vs previous 13F +1,369 shares

    0.09% of the 13F portfolio, value $3,667,875.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 113,360 shares
    Change vs previous 13F -8,899 shares

    0.04% of the 13F portfolio, value $3,800,993.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 122,259 shares
    Change vs previous 13F +9,901 shares

    0.08% of the 13F portfolio, value $3,360,910.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 112,358 shares
    Change vs previous 13F +1,329 shares

    0.08% of the 13F portfolio, value $3,180,845.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 111,029 shares
    Change vs previous 13F -11,617 shares

    0.09% of the 13F portfolio, value $3,264,259.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 122,646 shares
    Change vs previous 13F +16,626 shares

    0.12% of the 13F portfolio, value $3,499,102.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 106,020 shares
    Change vs previous 13F +25,440 shares

    0.04% of the 13F portfolio, value $2,904,953.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 80,580 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,780,003.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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