Skip to content
Disclosery

Lee Financial Co: KMI position timeline

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

Lee Financial Co held 6,337 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,337 shares
    Change vs previous 13F -678 shares

    0.03% of the 13F portfolio, value $202,595.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 7,015 shares
    Change vs previous 13F -5,300 shares

    0.03% of the 13F portfolio, value $235,214.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 12,315 shares
    Change vs previous 13F -4,478 shares

    0.05% of the 13F portfolio, value $338,540.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 16,793 shares
    Change vs previous 13F +5,099 shares

    0.06% of the 13F portfolio, value $475,411.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 11,694 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $343,804.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 11,694 shares
    Change vs previous 13F -2,139 shares

    0.05% of the 13F portfolio, value $333,631.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 13,833 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $379,025.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 13,771 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $304,202.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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