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Disclosery

Keudell/Morrison Wealth Management: KMI position timeline

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

Keudell/Morrison Wealth Management held 15,634 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,634 shares
    Change vs previous 13F -524 shares

    0.09% of the 13F portfolio, value $499,810.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 16,158 shares
    Change vs previous 13F -3,085 shares

    0.11% of the 13F portfolio, value $541,779.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 19,243 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $528,996.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 19,219 shares
    Change vs previous 13F -89 shares

    0.13% of the 13F portfolio, value $565,053.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,308 shares
    Change vs previous 13F -149 shares

    0.13% of the 13F portfolio, value $550,853.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 19,457 shares
    Change vs previous 13F -2,242 shares

    0.14% of the 13F portfolio, value $533,118.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 21,699 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $479,325.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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