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Disclosery

Trek Financial, LLC: KMI position timeline

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

Trek Financial, LLC held 38,611 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,611 shares
    Change vs previous 13F -521 shares

    0.06% of the 13F portfolio, value $1,234,394.

    13F-HR 0001104659-26-095623 filed by Trek 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 39,132 shares
    Change vs previous 13F +561 shares

    0.07% of the 13F portfolio, value $1,312,096.

    13F-HR 0001104659-26-059964 filed by Trek 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 38,571 shares
    Change vs previous 13F +126 shares

    0.06% of the 13F portfolio, value $1,060,317.

    13F-HR 0001104659-26-010107 filed by Trek 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 38,445 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $1,088,378.

    13F-HR 0001104659-25-104735 filed by Trek 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 38,150 shares
    Change vs previous 13F +105 shares

    0.08% of the 13F portfolio, value $1,121,610.

    13F-HR 0001104659-25-077438 filed by Trek 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 38,045 shares
    Change vs previous 13F +255 shares

    0.08% of the 13F portfolio, value $1,085,433.

    13F-HR 0001104659-25-041935 filed by Trek 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 37,790 shares
    Change vs previous 13F +2,447 shares

    0.08% of the 13F portfolio, value $1,035,455.

    13F-HR 0001104659-25-012598 filed by Trek 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 35,343 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $780,734.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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