Kingsview Wealth Management, LLC: AEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on AEE, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 7,421 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 7,421 sharesChange vs previous 13F +387 shares
0.01% of the 13F portfolio, value $838,914.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,034 sharesChange vs previous 13F +364 shares
0.01% of the 13F portfolio, value $773,186.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,670 sharesChange vs previous 13F +1,267 shares
0.01% of the 13F portfolio, value $666,043.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,403 sharesChange vs previous 13F +1,649 shares
0.01% of the 13F portfolio, value $563,993.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,754 sharesChange vs previous 13F -25 shares
0.01% of the 13F portfolio, value $360,533.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,779 sharesChange vs previous 13F -201 shares
0.01% of the 13F portfolio, value $379,423.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,980 sharesChange vs previous 13F +1,139 shares
0.01% of the 13F portfolio, value $354,745.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,841 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $248,462.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).