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Waverly Advisors, LLC: KMI position timeline

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

Waverly Advisors, LLC held 202,088 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,088 shares
    Change vs previous 13F +23,933 shares

    0.04% of the 13F portfolio, value $6,460,755.

    13F-HR 0001398344-26-014582 filed by Waverly 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 178,155 shares
    Change vs previous 13F +27,234 shares

    0.04% of the 13F portfolio, value $5,973,557.

    13F-HR 0001398344-26-009223 filed by Waverly 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 150,921 shares
    Change vs previous 13F -6,700 shares

    0.03% of the 13F portfolio, value $4,148,819.

    13F-HR 0001398344-26-003224 filed by Waverly 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 157,621 shares
    Change vs previous 13F +20,921 shares

    0.04% of the 13F portfolio, value $4,462,264.

    13F-HR 0001398344-25-020944 filed by Waverly 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 136,700 shares
    Change vs previous 13F +10,399 shares

    0.04% of the 13F portfolio, value $4,018,972.

    13F-HR 0001398344-25-015429 filed by Waverly 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 126,301 shares
    Change vs previous 13F +5,980 shares

    0.04% of the 13F portfolio, value $3,603,360.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 120,321 shares
    Change vs previous 13F +36,548 shares

    0.05% of the 13F portfolio, value $3,296,803.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 83,773 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,850,555.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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