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Disclosery

Advisor OS, LLC: KMI position timeline

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

Advisor OS, LLC held 37,115 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,115 shares
    Change vs previous 13F +1,124 shares

    0.08% of the 13F portfolio, value $1,186,533.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 35,991 shares
    Change vs previous 13F -512 shares

    0.09% of the 13F portfolio, value $1,206,794.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 36,503 shares
    Change vs previous 13F -1,569 shares

    0.08% of the 13F portfolio, value $1,003,461.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 38,072 shares
    Change vs previous 13F +893 shares

    0.09% of the 13F portfolio, value $1,077,806.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 37,179 shares
    Change vs previous 13F -592 shares

    0.11% of the 13F portfolio, value $1,093,047.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 37,771 shares
    Change vs previous 13F +438 shares

    0.12% of the 13F portfolio, value $1,077,600.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 37,333 shares
    Change vs previous 13F +1,792 shares

    0.12% of the 13F portfolio, value $1,022,922.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 35,541 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $785,085.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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