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Disclosery

Monterey Private Wealth, Inc.: KMI position timeline

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

Monterey Private Wealth, Inc. held 0 KMI shares at 2023-12-31 per its 13F-HR filed 2024-01-12.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -10,598 shares

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 10,598 shares
    Change vs previous 13F +159 shares

    0.09% of the 13F portfolio, value $175,723.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 10,439 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $179,758.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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