Skip to main content

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

KMI holding history

Kinder Morgan, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KMI overviewAll 13F holders of KMIFull Q2 2026 holdings

Shares (Q2 2026)
155,026
Value
$4.96M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KMI by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026155,026$4.96M0.1%+3,252+2.1%AddedHolders
Q1 2026151,774$5.09M0.2%+102,147+205.8%AddedHolders
Q4 202549,627$1.36M<0.1%−545−1.1%ReducedHolders
Q3 202550,172$1.42M0.1%+6,353+14.5%AddedHolders
Q2 202543,819$1.29M0.1%−6,880−13.6%ReducedHolders
Q1 202550,699$1.45M0.1%+100.0%AddedHolders
Q4 202450,689$1.39M0.1%+4,498+9.7%AddedHolders
Q3 202446,191$1.02M<0.1%−1,187−2.5%ReducedHolders
Q2 202447,378$941.4K<0.1%+11,524+32.1%AddedHolders
Q1 202435,854$657.6K<0.1%+978+2.8%AddedHolders
Q4 202334,876$615.2K<0.1%−16,279−31.8%ReducedHolders
Q3 202351,155$848.2K0.1%−2,268−4.2%ReducedHolders
Q2 202353,423$919.9K0.1%−39,552−42.5%ReducedHolders
Q1 202392,975$1.63M0.1%+33,580+56.5%AddedHolders
Q4 202259,395$1.07M0.1%−7,993−11.9%ReducedHolders
Q3 202267,388$1.12M0.1%−663−1.0%ReducedHolders
Q2 202268,051$1.14M0.1%+3,207+4.9%AddedHolders
Q1 202264,844$1.23M0.1%+664+1.0%AddedHolders
Q4 202164,180$1.02M0.1%+7,288+12.8%AddedHolders
Q3 202156,892$952.0K0.1%+2,613+4.8%AddedHolders
Q2 202154,279$989.0K0.1%+2,121+4.1%AddedHolders
Q1 202152,158$868.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.