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Disclosery

Summit Financial, LLC: KMI position timeline

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

Summit Financial, LLC held 48,096 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 48,096 shares
    Change vs previous 13F +4,744 shares

    0.02% of the 13F portfolio, value $1,537,621.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    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 43,352 shares
    Change vs previous 13F +2,951 shares

    0.02% of the 13F portfolio, value $1,453,581.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    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 40,401 shares
    Change vs previous 13F -1,195 shares

    0.02% of the 13F portfolio, value $1,110,634.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    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 41,596 shares
    Change vs previous 13F -461 shares

    0.02% of the 13F portfolio, value $1,177,586.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    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 42,057 shares
    Change vs previous 13F +159 shares

    0.03% of the 13F portfolio, value $1,236,465.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,898 shares
    Change vs previous 13F +2,463 shares

    0.03% of the 13F portfolio, value $1,195,338.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 39,435 shares
    Change vs previous 13F +28,420 shares

    0.04% of the 13F portfolio, value $1,080,529.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,015 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,321.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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