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Disclosery

Forum Financial Management, LP: KMI position timeline

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

Forum Financial Management, LP held 27,784 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,784 shares
    Change vs previous 13F +112 shares

    0.01% of the 13F portfolio, value $888,254.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 27,672 shares
    Change vs previous 13F -45,173 shares

    0.01% of the 13F portfolio, value $927,842.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 72,845 shares
    Change vs previous 13F +518 shares

    0.03% of the 13F portfolio, value $2,002,496.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 72,327 shares
    Change vs previous 13F +6,674 shares

    0.03% of the 13F portfolio, value $2,047,586.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 65,653 shares
    Change vs previous 13F +3,074 shares

    0.03% of the 13F portfolio, value $1,930,205.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 62,579 shares
    Change vs previous 13F -795 shares

    0.03% of the 13F portfolio, value $1,785,380.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 63,374 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,736,456.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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