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Diversify Advisory Services, LLC: KMI position timeline

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

Diversify Advisory Services, LLC held 91,940 KMI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,940 shares
    Change vs previous 13F +11,785 shares

    0.02% of the 13F portfolio, value $2,919,094.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 45,970 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,970 shares

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

  2. period ended2026-03-31
    13F 80,155 shares
    Change vs previous 13F +40,055 shares

    0.04% of the 13F portfolio, value $2,552,133.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 36,558 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 43,597 shares

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

  3. period ended2025-12-31
    13F 40,100 shares
    Change vs previous 13F +1,470 shares

    0.04% of the 13F portfolio, value $1,121,204.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 38,630 shares
    Change vs previous 13F -286 shares

    0.03% of the 13F portfolio, value $1,007,471.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 38,916 shares
    Change vs previous 13F +27,033 shares

    0.04% of the 13F portfolio, value $1,033,603.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 11,883 shares
    Change vs previous 13F -3,011 shares

    0.02% of the 13F portfolio, value $323,324.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 14,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $419,407.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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