Skip to content
Disclosery

CreativeOne Wealth, LLC: KMI position timeline

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

CreativeOne Wealth, LLC held 136,121 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,121 shares
    Change vs previous 13F +9,157 shares

    0.09% of the 13F portfolio, value $4,351,789.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 126,964 shares
    Change vs previous 13F +14,375 shares

    0.1% of the 13F portfolio, value $4,257,116.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 112,589 shares
    Change vs previous 13F +12,345 shares

    0.08% of the 13F portfolio, value $3,095,070.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 100,244 shares
    Change vs previous 13F +11,464 shares

    0.07% of the 13F portfolio, value $2,837,888.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 88,780 shares
    Change vs previous 13F -23,595 shares

    0.07% of the 13F portfolio, value $2,610,149.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 112,375 shares
    Change vs previous 13F -24,765 shares

    0.1% of the 13F portfolio, value $3,206,073.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 137,140 shares
    Change vs previous 13F +27,819 shares

    0.12% of the 13F portfolio, value $3,757,645.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 109,321 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,414,894.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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