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Disclosery

Marcum Wealth, LLC: KMI position timeline

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

Marcum Wealth, LLC held 15,010 KMI shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 15,010 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $428,240.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 15,140 shares
    Change vs previous 13F -162 shares

    0.04% of the 13F portfolio, value $414,823.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 15,302 shares
    Change vs previous 13F -101 shares

    0.03% of the 13F portfolio, value $338,020.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 15,403 shares
    Change vs previous 13F +663 shares

    0.03% of the 13F portfolio, value $306,064.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 14,740 shares
    Change vs previous 13F -2,061 shares

    0.03% of the 13F portfolio, value $270,328.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 16,801 shares
    Change vs previous 13F -3,243 shares

    0.03% of the 13F portfolio, value $296,373.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 20,044 shares
    Change vs previous 13F -2,058 shares

    0.04% of the 13F portfolio, value $332,331.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 22,102 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $380,599.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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