Plus Group Wealth Advisors LLC: KMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plus Group Wealth Advisors LLC on KMI, newest first. How the timeline and the estimate are built.
Plus Group Wealth Advisors LLC held 10,069 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 10,069 sharesChange vs previous 13F +48 shares
0.3% of the 13F portfolio, value $321,894.
13F-HR 0002109515-26-000003 filed by Plus Group Wealth Advisors 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 10,021 sharesChange vs previous 13F +21 shares
0.37% of the 13F portfolio, value $336,011.
13F-HR 0002109515-26-000002 filed by Plus Group Wealth Advisors 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 10,000 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $274,900.
13F-HR 0002109515-26-000001 filed by Plus Group Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).