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Wealth Management Associates, Inc.: KMI position timeline

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

Wealth Management Associates, Inc. held 148,674 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,674 shares
    Change vs previous 13F -2,238 shares

    1.31% of the 13F portfolio, value $4,753,109.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, 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 150,912 shares
    Change vs previous 13F +769 shares

    1.75% of the 13F portfolio, value $5,060,064.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, 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 150,143 shares
    Change vs previous 13F -2,650 shares

    1.44% of the 13F portfolio, value $4,127,427.

    13F-HR 0001214659-26-000620 filed by Wealth Management Associates, 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 152,793 shares
    Change vs previous 13F -4,644 shares

    1.54% of the 13F portfolio, value $4,325,578.

    13F-HR 0001214659-25-015125 filed by Wealth Management Associates, 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 157,437 shares
    Change vs previous 13F +404 shares

    1.8% of the 13F portfolio, value $4,628,638.

    13F-HR 0001214659-25-011396 filed by Wealth Management Associates, 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 157,033 shares
    Change vs previous 13F -6,043 shares

    1.92% of the 13F portfolio, value $4,480,158.

    13F-HR 0001214659-25-008456 filed by Wealth Management Associates, 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 163,076 shares
    Change vs previous 13F -290 shares

    1.91% of the 13F portfolio, value $4,468,282.

    13F-HR 0001214659-25-008455 filed by Wealth Management Associates, 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 163,366 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,608,759.

    13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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