JEPPSON WEALTH MANAGEMENT, LLC: KMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JEPPSON WEALTH MANAGEMENT, LLC on KMI, newest first. How the timeline and the estimate are built.
JEPPSON WEALTH MANAGEMENT, LLC held 96,260 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 96,260 sharesChange vs previous 13F -1,052 shares
0.91% of the 13F portfolio, value $3,077,429.
13F-HR 0001831263-26-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 97,312 sharesChange vs previous 13F -327 shares
1.02% of the 13F portfolio, value $3,262,867.
13F-HR 0001831263-26-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 97,639 sharesChange vs previous 13F +5 shares
0.85% of the 13F portfolio, value $2,684,091.
13F-HR 0001831263-26-000001 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 97,634 sharesChange vs previous 13F -237 shares
0.88% of the 13F portfolio, value $2,764,026.
13F-HR 0001831263-25-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 97,871 sharesChange vs previous 13F +930 shares
1% of the 13F portfolio, value $2,877,398.
13F-HR 0001831263-25-000004 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 96,941 sharesChange vs previous 13F +2,089 shares
1.01% of the 13F portfolio, value $2,765,734.
13F-HR 0001831263-25-000002 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 94,852 sharesChange vs previous 13F -481 shares
0.94% of the 13F portfolio, value $2,598,940.
13F-HR 0001785445-25-000003 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 95,333 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $2,105,915.
13F-HR 0001831263-24-000006 filed by JEPPSON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).