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Integrated Wealth Concepts LLC: KMI position timeline

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

Integrated Wealth Concepts LLC held 122,548 KMI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 122,548 shares
    Change vs previous 13F +5,293 shares

    0.03% of the 13F portfolio, value $3,917,856.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 117,255 shares
    Change vs previous 13F +49,536 shares

    0.03% of the 13F portfolio, value $3,931,577.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 67,719 shares
    Change vs previous 13F -33,923 shares

    0.02% of the 13F portfolio, value $1,861,600.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 101,642 shares
    Change vs previous 13F +37,833 shares

    0.03% of the 13F portfolio, value $2,877,489.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 63,809 shares
    Change vs previous 13F -2,744 shares

    0.02% of the 13F portfolio, value $1,875,993.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 66,553 shares
    Change vs previous 13F -3,188 shares

    0.02% of the 13F portfolio, value $1,898,769.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 69,741 shares
    Change vs previous 13F +2,802 shares

    0.02% of the 13F portfolio, value $1,910,917.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 66,939 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,478,690.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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