Position in KMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,788,050
-$87,182 QoQ
Shares Held
55,929
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#688
of 1,805 holders
Holding Since
Dec 2023
10 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, 2026Lantern Wealth Advisors, LLC holds $3,167,959 across 3 Oil & Gas Midstream names. KMI ranks #1 (56.4% of the industry book) .
All Filings in KMI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,788,050 | 55,929 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,875,232 | 55,927 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,559,480 | 56,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,605,941 | 56,727 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $1,679,475 | 57,125 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,589,556 | 58,013 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,294,474 | 58,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,164,382 | 58,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,047,214 | 57,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,007,244 | 57,100 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||