Private Wealth Management Group, LLC: KMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Management Group, LLC on KMI, newest first. How the timeline and the estimate are built.
Private Wealth Management Group, LLC held 1,209 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 1,209 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $38,652.
13F-HR 0002011342-26-000003 filed by Private Wealth Management Group, 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 1,209 sharesChange vs previous 13F +15 shares
0.01% of the 13F portfolio, value $40,538.
13F-HR 0002011342-26-000002 filed by Private Wealth Management Group, 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 1,194 sharesChange vs previous 13F -28 shares
0.01% of the 13F portfolio, value $32,824.
13F-HR 0002011342-26-000001 filed by Private Wealth Management Group, 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 1,222 sharesChange vs previous 13F +595 shares
0.01% of the 13F portfolio, value $34,595.
13F-HR 0002011342-25-000006 filed by Private Wealth Management Group, 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 627 sharesChange vs previous 13F +40 shares
0.01% of the 13F portfolio, value $18,434.
13F-HR 0002011342-25-000004 filed by Private Wealth Management Group, 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 587 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $16,748.
13F-HR 0002011342-25-000003 filed by Private Wealth Management Group, 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 587 sharesChange vs previous 13F -250 shares
0.01% of the 13F portfolio, value $16,084.
13F-HR 0002011342-25-000001 filed by Private Wealth Management Group, 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 837 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $18,490.
13F-HR 0002011342-24-000005 filed by Private Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).