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Disclosery

Merit Financial Group, LLC: KMI position timeline

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

Merit Financial Group, LLC held 150,528 KMI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 150,528 shares
    Change vs previous 13F +1,882 shares

    0.03% of the 13F portfolio, value $4,812,362.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 148,646 shares
    Change vs previous 13F +26,573 shares

    0.04% of the 13F portfolio, value $4,984,105.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 122,073 shares
    Change vs previous 13F +12,435 shares

    0.03% of the 13F portfolio, value $3,355,763.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 109,638 shares
    Change vs previous 13F +21,858 shares

    0.03% of the 13F portfolio, value $3,103,851.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 87,780 shares
    Change vs previous 13F +15,966 shares

    0.03% of the 13F portfolio, value $2,580,728.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 71,814 shares
    Change vs previous 13F +6,830 shares

    0.03% of the 13F portfolio, value $2,048,859.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 64,984 shares
    Change vs previous 13F +53,568 shares

    0.03% of the 13F portfolio, value $1,780,551.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 11,416 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $252,175.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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