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Summit Trail Advisors, LLC: KMI position timeline

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

Summit Trail Advisors, LLC held 84,711 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,711 shares
    Change vs previous 13F +8,152 shares

    0.03% of the 13F portfolio, value $2,708,221.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 76,559 shares
    Change vs previous 13F +8,655 shares

    0.04% of the 13F portfolio, value $2,567,028.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 67,904 shares
    Change vs previous 13F -8,624 shares

    0.03% of the 13F portfolio, value $1,866,685.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 76,528 shares
    Change vs previous 13F +32,352 shares

    0.03% of the 13F portfolio, value $2,166,507.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 44,176 shares
    Change vs previous 13F +1,320 shares

    0.02% of the 13F portfolio, value $1,298,764.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 42,856 shares
    Change vs previous 13F +4,405 shares

    0.04% of the 13F portfolio, value $1,222,696.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 38,451 shares
    Change vs previous 13F +9,873 shares

    0.04% of the 13F portfolio, value $1,053,547.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 28,578 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $631,279.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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