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TCFG Investment Advisors, LLC: KMI position timeline

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

TCFG Investment Advisors, LLC held 33,502 KMI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,502 shares
    Change vs previous 13F -29,648 shares

    0.36% of the 13F portfolio, value $1,071,059.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, 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 63,150 shares
    Change vs previous 13F +18,403 shares

    0.4% of the 13F portfolio, value $2,117,420.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 31,575 shares
    • TCFG Investment Advisors, LLC: 31,575 shares

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

  3. period ended2025-12-31
    13F 44,747 shares
    Change vs previous 13F +12,672 shares

    0.48% of the 13F portfolio, value $1,230,095.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, 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/A 32,075 shares
    Change vs previous 13F +1,650 shares

    0.36% of the 13F portfolio, value $908,043.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, 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 30,425 shares
    Change vs previous 13F -4,280 shares

    0.41% of the 13F portfolio, value $894,495.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, 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 34,705 shares
    Change vs previous 13F +2,590 shares

    0.5% of the 13F portfolio, value $990,134.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, 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 32,115 shares
    Change vs previous 13F -200 shares

    0.44% of the 13F portfolio, value $879,951.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, 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 32,315 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $713,838.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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