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Turtle Creek Wealth Advisors, LLC: KMI position timeline

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

Turtle Creek Wealth Advisors, LLC held 132,224 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,224 shares
    Change vs previous 13F +10,280 shares

    0.22% of the 13F portfolio, value $4,227,820.

    13F-HR 0001398344-26-012789 filed by Turtle Creek Wealth 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 121,944 shares
    Change vs previous 13F -313 shares

    0.31% of the 13F portfolio, value $4,088,788.

    13F-HR 0001398344-26-007299 filed by Turtle Creek Wealth 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 122,257 shares
    Change vs previous 13F -2,172 shares

    0.26% of the 13F portfolio, value $3,360,848.

    13F-HR 0001398344-26-001480 filed by Turtle Creek Wealth 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 124,429 shares
    Change vs previous 13F +971 shares

    0.31% of the 13F portfolio, value $3,522,587.

    13F-HR 0001398344-25-019966 filed by Turtle Creek Wealth 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 123,458 shares
    Change vs previous 13F +2,201 shares

    0.43% of the 13F portfolio, value $3,629,665.

    13F-HR 0001398344-25-013899 filed by Turtle Creek Wealth 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 121,257 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,459,462.

    13F-HR 0001398344-25-008448 filed by Turtle Creek Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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