Position in KMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$265,414
-$22,072 QoQ
Shares Held
8,302
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,335
of 1,805 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $3,171,036 across 5 Oil & Gas Midstream names. KMI ranks #5 (8.4% of the industry book) .
All Filings in KMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,414 | 8,302 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $287,486 | 8,574 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $255,052 | 9,278 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $342,494 | 12,098 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||