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Kestra Advisory Services, LLC: KMI position timeline

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

Kestra Advisory Services, LLC held 546,450 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 546,450 shares
    Change vs previous 13F -67,159 shares

    0.04% of the 13F portfolio, value $17,469,990.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 223,206 shares
    • Kestra Advisory Services, LLC: 323,244 shares

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

  2. period ended2026-03-31
    13F 613,609 shares
    Change vs previous 13F -8,281 shares

    0.06% of the 13F portfolio, value $20,574,299.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 223,981 shares
    • Kestra Advisory Services, LLC: 389,628 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 621,890 shares
    Change vs previous 13F +24,798 shares

    0.05% of the 13F portfolio, value $17,095,751.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 232,514 shares
    • Kestra Advisory Services, LLC: 379,058 shares
    • Kestra Investment Management, LLC: 10,318 shares

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

  4. period ended2025-09-30
    13F 597,092 shares
    Change vs previous 13F -27,612 shares

    0.05% of the 13F portfolio, value $16,903,660.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 226,458 shares
    • Kestra Advisory Services, LLC: 359,766 shares
    • Kestra Investment Management, LLC: 10,868 shares

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

  5. period ended2025-06-30
    13F/A 624,704 shares
    Change vs previous 13F +62,410 shares

    0.06% of the 13F portfolio, value $18,366,307.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 249,872 shares
    • Kestra Advisory Services, LLC: 360,092 shares
    • Kestra Investment Management, LLC: 14,740 shares

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

  6. period ended2025-03-31
    13F/A 562,294 shares
    Change vs previous 13F +66,706 shares

    0.05% of the 13F portfolio, value $16,042,249.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 209,109 shares
    • Kestra Advisory Services, LLC: 338,558 shares
    • Kestra Investment Management, LLC: 14,627 shares

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

  7. period ended2024-12-31
    13F 495,588 shares
    Change vs previous 13F +10,411 shares

    0.05% of the 13F portfolio, value $13,579,111.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 165,593 shares
    • Kestra Advisory Services, LLC: 318,175 shares
    • Kestra Investment Management, LLC: 11,820 shares

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

  8. period ended2024-09-30
    13F 485,177 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,717,550.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 174,562 shares
    • Kestra Advisory Services, LLC: 301,168 shares
    • Kestra Investment Management, LLC: 9,447 shares

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