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Disclosery

XML Financial, LLC: KMI position timeline

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

XML Financial, LLC held 220,289 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,289 shares
    Change vs previous 13F -13,062 shares

    0.51% of the 13F portfolio, value $7,042,639.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 233,351 shares
    Change vs previous 13F -5,741 shares

    0.63% of the 13F portfolio, value $7,824,272.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 239,092 shares
    Change vs previous 13F -44,007 shares

    0.54% of the 13F portfolio, value $6,572,627.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 283,099 shares
    Change vs previous 13F -13,575 shares

    0.65% of the 13F portfolio, value $8,014,537.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 296,674 shares
    Change vs previous 13F +195 shares

    0.76% of the 13F portfolio, value $8,722,220.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 296,479 shares
    Change vs previous 13F -6,973 shares

    0.79% of the 13F portfolio, value $8,458,550.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 303,452 shares
    Change vs previous 13F -4,538 shares

    0.76% of the 13F portfolio, value $8,314,575.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 307,990 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $6,803,489.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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