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Kingsview Wealth Management, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on AGG, newest first. How the timeline and the estimate are built.

Kingsview Wealth Management, LLC held 1,753,696 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,753,696 shares
    Change vs previous 13F +84,947 shares

    2.1% of the 13F portfolio, value $173,580,842.

    13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,668,749 shares
    Change vs previous 13F +379,769 shares

    2.26% of the 13F portfolio, value $165,656,685.

    13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,288,980 shares
    Change vs previous 13F +95,988 shares

    1.86% of the 13F portfolio, value $128,743,362.

    13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,192,992 shares
    Change vs previous 13F -401,517 shares

    1.83% of the 13F portfolio, value $119,597,449.

    13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,594,509 shares
    Change vs previous 13F +319,044 shares

    2.68% of the 13F portfolio, value $158,175,297.

    13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,275,465 shares
    Change vs previous 13F -11,186 shares

    2.38% of the 13F portfolio, value $126,168,949.

    13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,286,651 shares
    Change vs previous 13F +339,637 shares

    2.43% of the 13F portfolio, value $124,676,480.

    13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 947,014 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $95,904,125.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).