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Visionary Wealth Advisors: KMI position timeline

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

Visionary Wealth Advisors held 436,280 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 436,280 shares
    Change vs previous 13F +4,112 shares

    0.55% of the 13F portfolio, value $13,947,876.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 432,168 shares
    Change vs previous 13F -4,112 shares

    0.64% of the 13F portfolio, value $14,490,586.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 436,280 shares
    Change vs previous 13F -884 shares

    0.54% of the 13F portfolio, value $11,993,325.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 437,164 shares
    Change vs previous 13F +15,894 shares

    0.58% of the 13F portfolio, value $12,376,123.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 421,270 shares
    Change vs previous 13F +14,996 shares

    0.63% of the 13F portfolio, value $12,385,353.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 406,274 shares
    Change vs previous 13F -45,158 shares

    0.7% of the 13F portfolio, value $11,590,997.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 451,432 shares
    Change vs previous 13F -799 shares

    0.73% of the 13F portfolio, value $12,369,228.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 452,231 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $9,989,784.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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