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VALLEY WEALTH MANAGERS, INC.: KMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY WEALTH MANAGERS, INC. on KMI, newest first. How the timeline and the estimate are built.

VALLEY WEALTH MANAGERS, INC. held 169,865 KMI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 169,865 shares
    Change vs previous 13F +2,222 shares

    0.29% of the 13F portfolio, value $5,121,417.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 167,643 shares
    Change vs previous 13F +2,695 shares

    0.31% of the 13F portfolio, value $5,359,534.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 164,948 shares
    Change vs previous 13F +675 shares

    0.36% of the 13F portfolio, value $5,530,693.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 164,273 shares
    Change vs previous 13F +4,386 shares

    0.29% of the 13F portfolio, value $4,515,854.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 159,887 shares
    Change vs previous 13F +3,407 shares

    0.3% of the 13F portfolio, value $4,526,389.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 156,480 shares
    Change vs previous 13F -298 shares

    0.33% of the 13F portfolio, value $4,600,500.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 156,778 shares
    Change vs previous 13F -9,084 shares

    0.34% of the 13F portfolio, value $4,472,865.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 165,862 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,544,632.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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