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Orion Portfolio Solutions, LLC: KMI position timeline

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

Orion Portfolio Solutions, LLC held 242,462 KMI shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 242,462 shares
    Change vs previous 13F -2,407 shares

    0.07% of the 13F portfolio, value $6,917,432.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 244,869 shares
    Change vs previous 13F +83,145 shares

    0.07% of the 13F portfolio, value $6,709,425.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 161,724 shares
    Change vs previous 13F +7,806 shares

    0.04% of the 13F portfolio, value $3,572,478.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 153,918 shares
    Change vs previous 13F +12,864 shares

    0.03% of the 13F portfolio, value $3,058,350.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 141,054 shares
    Change vs previous 13F +6,883 shares

    0.03% of the 13F portfolio, value $2,586,939.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 134,171 shares
    Change vs previous 13F -1,559 shares

    0.03% of the 13F portfolio, value $2,429,839.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 135,730 shares
    Change vs previous 13F +1,317 shares

    0.03% of the 13F portfolio, value $2,250,395.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F/A 134,413 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,314,586.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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