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Ascentis Wealth Management, LLC: KMI position timeline

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

Ascentis Wealth Management, LLC held 26,937 KMI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 26,937 shares
    Change vs previous 13F -33,949 shares

    0.13% of the 13F portfolio, value $861,188.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 26,937 shares

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

  2. period ended2026-03-31
    13F 60,886 shares
    Change vs previous 13F +20,713 shares

    0.11% of the 13F portfolio, value $2,041,547.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 35,961 shares
    • Ascentis Wealth Management, LLC: 24,925 shares

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

  3. period ended2025-12-31
    13F 40,173 shares
    Change vs previous 13F -7,005 shares

    0.11% of the 13F portfolio, value $1,104,384.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,911 shares
    • Ascentis Wealth Management, LLC: 24,262 shares

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

  4. period ended2025-09-30
    13F 47,178 shares
    Change vs previous 13F +3,677 shares

    0.13% of the 13F portfolio, value $1,335,614.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 17,131 shares
    • Ascentis Wealth Management, LLC: 30,047 shares

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

  5. period ended2025-06-30
    13F 43,501 shares
    Change vs previous 13F +10,323 shares

    0.13% of the 13F portfolio, value $1,250,313.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,763 shares
    • Ascentis Wealth Management, LLC: 26,738 shares

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

  6. period ended2025-03-31
    13F 33,178 shares
    Change vs previous 13F +74 shares

    0.11% of the 13F portfolio, value $948,275.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,062 shares
    • Ascentis Wealth Management, LLC: 17,116 shares

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

  7. period ended2024-12-31
    13F 33,104 shares
    Change vs previous 13F +1,939 shares

    0.11% of the 13F portfolio, value $907,053.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,430 shares
    • Ascentis Wealth Management, LLC: 16,674 shares

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

  8. period ended2024-09-30
    13F/A 31,165 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $688,440.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,590 shares
    • Ascentis Wealth Management, LLC: 15,575 shares

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