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Morton Capital Management LLC/CA: KMI position timeline

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

Morton Capital Management LLC/CA held 36,618 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,618 shares
    Change vs previous 13F +261 shares

    0.16% of the 13F portfolio, value $1,170,680.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    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 36,357 shares
    Change vs previous 13F +263 shares

    0.18% of the 13F portfolio, value $1,219,053.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    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 36,094 shares
    Change vs previous 13F -2,493 shares

    0.15% of the 13F portfolio, value $992,235.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    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 38,587 shares
    Change vs previous 13F +307 shares

    0.18% of the 13F portfolio, value $1,092,410.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    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 38,280 shares
    Change vs previous 13F +299 shares

    0.2% of the 13F portfolio, value $1,125,423.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    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 37,981 shares
    Change vs previous 13F +377 shares

    0.21% of the 13F portfolio, value $1,083,593.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    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 37,604 shares
    Change vs previous 13F +535 shares

    0.19% of the 13F portfolio, value $1,030,342.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    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 37,069 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $818,856.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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