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Disclosery

United Asset Strategies, Inc.: KMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on KMI, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 539,887 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 539,887 shares
    Change vs previous 13F +30,545 shares

    1.22% of the 13F portfolio, value $17,260,192.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    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 509,342 shares
    Change vs previous 13F +313 shares

    1.36% of the 13F portfolio, value $17,078,254.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    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 509,029 shares
    Change vs previous 13F +9,482 shares

    1.08% of the 13F portfolio, value $13,993,205.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    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 499,547 shares
    Change vs previous 13F +6,203 shares

    1.13% of the 13F portfolio, value $14,142,172.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    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 493,344 shares
    Change vs previous 13F -4,599 shares

    1.24% of the 13F portfolio, value $14,504,324.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    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 497,943 shares
    Change vs previous 13F -51,243 shares

    1.32% of the 13F portfolio, value $14,206,311.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    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 549,186 shares
    Change vs previous 13F +4,343 shares

    1.38% of the 13F portfolio, value $15,047,687.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    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 544,843 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $12,035,590.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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