Skip to content
Disclosery

Modern Wealth Management, LLC: KMI position timeline

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

Modern Wealth Management, LLC held 358,448 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,448 shares
    Change vs previous 13F -20,965 shares

    0.14% of the 13F portfolio, value $11,459,567.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 379,413 shares
    Change vs previous 13F -17,396 shares

    0.21% of the 13F portfolio, value $12,475,120.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 396,809 shares
    Change vs previous 13F +5,679 shares

    0.2% of the 13F portfolio, value $10,908,262.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 391,130 shares
    Change vs previous 13F +7,178 shares

    0.22% of the 13F portfolio, value $11,072,885.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 383,952 shares
    Change vs previous 13F +813 shares

    0.28% of the 13F portfolio, value $11,288,183.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 383,139 shares
    Change vs previous 13F +726 shares

    0.35% of the 13F portfolio, value $10,930,958.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 382,413 shares
    Change vs previous 13F +345,856 shares

    0.39% of the 13F portfolio, value $10,478,117.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 36,557 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $807,557.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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