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SWEENEY & MICHEL, LLC: KMI position timeline

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

SWEENEY & MICHEL, LLC held 18,777 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 18,777 shares
    Change vs previous 13F -81,086 shares

    0.15% of the 13F portfolio, value $579,265.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 99,863 shares
    Change vs previous 13F +1,250 shares

    0.94% of the 13F portfolio, value $3,202,608.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 98,613 shares
    Change vs previous 13F -489 shares

    0.92% of the 13F portfolio, value $3,101,379.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 99,102 shares
    Change vs previous 13F +548 shares

    0.9% of the 13F portfolio, value $2,685,651.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 98,554 shares
    Change vs previous 13F +2,659 shares

    0.97% of the 13F portfolio, value $2,743,741.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 95,895 shares
    Change vs previous 13F -4,754 shares

    1.06% of the 13F portfolio, value $2,417,515.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 100,649 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,511,182.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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