Position in KMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,255,429
+$141,999 QoQ
Shares Held
39,269
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#772
of 1,805 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026Accurate Wealth Management, LLC holds $2,908,188 across 4 Oil & Gas Midstream names. KMI ranks #1 (43.2% of the industry book) .
All Filings in KMI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,429 | 39,269 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,113,430 | 33,207 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $822,528 | 29,921 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $803,381 | 28,378 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $778,894 | 26,493 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $729,426 | 25,567 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $610,499 | 22,281 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $409,504 | 18,538 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $376,675 | 18,957 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $414,447 | 22,598 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $388,609 | 22,030 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $373,514 | 22,528 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $364,409 | 21,162 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $464,837 | 26,547 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $284,470 | 15,734 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $239,566 | 14,397 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||