Position in KMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$352,437
+$135,364 QoQ
Shares Held
11,024
+70.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,213
of 1,805 holders
Holding Since
Jun 2024
3 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, 2026Triad Wealth Partners, LLC holds $2,724,339 across 6 Oil & Gas Midstream names. KMI ranks #4 (12.9% of the industry book) .
All Filings in KMI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,437 | 11,024 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $217,073 | 6,474 | Shares | Sole | 2026-04-16 | |
| 2024-06-30 | $16,869 | 849 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||