Skip to content

WFG Advisors, LP: KMI position timeline

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

WFG Advisors, LP held 167,180 KMI shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 167,180 shares
    Change vs previous 13F +28,381 shares

    0.72% of the 13F portfolio, value $3,203,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 138,799 shares
    Change vs previous 13F -45,860 shares

    0.8% of the 13F portfolio, value $3,017,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F/A 184,659 shares
    Change vs previous 13F -18,643 shares

    0.94% of the 13F portfolio, value $3,824,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 203,302 shares
    Change vs previous 13F +13,356 shares

    1.17% of the 13F portfolio, value $4,702,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 189,946 shares
    Change vs previous 13F -3,889 shares

    0.95% of the 13F portfolio, value $3,556,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 193,835 shares
    Change vs previous 13F -12,673 shares

    1% of the 13F portfolio, value $3,462,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 206,508 shares
    Change vs previous 13F -4,944 shares

    0.92% of the 13F portfolio, value $3,081,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 211,452 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $5,853,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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