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Disclosery

LRI Investments, LLC: KMI position timeline

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

LRI Investments, LLC held 11,653 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,653 shares
    Change vs previous 13F +3,076 shares

    0.03% of the 13F portfolio, value $372,547.

    13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
    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 8,577 shares
    Change vs previous 13F +2,169 shares

    0.03% of the 13F portfolio, value $287,587.

    13F-HR 0002023325-26-000002 filed by LRI Investments, 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 6,408 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $176,156.

    13F-HR 0002023325-26-000001 filed by LRI Investments, 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 6,408 shares
    Change vs previous 13F -614 shares

    0.01% of the 13F portfolio, value $181,410.

    13F-HR 0002023325-25-000006 filed by LRI Investments, 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 7,022 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $206,447.

    13F-HR 0002023325-25-000003 filed by LRI Investments, 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 6,843 shares
    Change vs previous 13F +1,897 shares

    0.02% of the 13F portfolio, value $195,231.

    13F-HR 0002023325-25-000002 filed by LRI Investments, 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 4,946 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $135,521.

    13F-HR 0002056315-25-000004 filed by LRI Investments, 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 4,511 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $120,714.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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