Position in KMI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$721,900
+$327,474 QoQ
Shares Held
21,530
+50.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 20261900 WEALTH MANAGEMENT LLC holds $6,498,340 across 5 Oil & Gas Midstream names. KMI ranks #3 (11.1% of the industry book) .
All Filings in KMI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $721,900 | 21,530 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $394,426 | 14,348 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $385,723 | 13,625 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $412,746 | 14,039 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $399,591 | 14,006 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $383,600 | 14,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $309,260 | 14,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,180 | 14,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $256,760 | 14,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $246,960 | 14,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $239,100 | 14,421 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $272,248 | 15,810 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $276,658 | 15,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $285,664 | 15,800 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $257,920 | 15,500 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $268,160 | 16,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $293,105 | 15,500 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $245,830 | 15,500 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $234,220 | 14,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $255,220 | 14,000 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $173,909 | 10,445 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $150,834 | 11,034 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||