Skip to content

Strategic Wealth Partners, Ltd.: KMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Wealth Partners, Ltd. on KMI, newest first. How the timeline and the estimate are built.

Strategic Wealth Partners, Ltd. held 15,321 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,321 shares
    Change vs previous 13F -2,653 shares

    0.03% of the 13F portfolio, value $481,905.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 17,974 shares
    Change vs previous 13F -645 shares

    0.04% of the 13F portfolio, value $602,685.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    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 18,619 shares
    Change vs previous 13F -14,201 shares

    0.04% of the 13F portfolio, value $511,849.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    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 32,820 shares
    Change vs previous 13F -324,788 shares

    0.07% of the 13F portfolio, value $926,601.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    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 357,608 shares
    Change vs previous 13F +13,249 shares

    0.83% of the 13F portfolio, value $10,513,670.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 344,359 shares
    Change vs previous 13F +77,396 shares

    0.76% of the 13F portfolio, value $9,145,754.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 266,963 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,897,210.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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