Mowery & Schoenfeld Wealth Management, LLC: KMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mowery & Schoenfeld Wealth Management, LLC on KMI, newest first. How the timeline and the estimate are built.
Mowery & Schoenfeld Wealth Management, LLC held 927 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 927 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $29,653.
13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 927 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $31,100.
13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 927 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $25,497.
13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 927 sharesChange vs previous 13F -74 shares
0.05% of the 13F portfolio, value $26,258.
13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,001 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $29,438.
13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,001 sharesChange vs previous 13F +6 shares
0.06% of the 13F portfolio, value $28,567.
13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 995 sharesChange vs previous 13F +585 shares
0.05% of the 13F portfolio, value $27,263.
13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 410 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $9,057.
13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).