Kingsview Wealth Management, LLC: ASCE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on ASCE, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 147,286 ASCE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 147,286 sharesChange vs previous 13F -128,120 shares
0.06% of the 13F portfolio, value $5,168,281.
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 275,406 sharesChange vs previous 13F +10,953 shares
0.11% of the 13F portfolio, value $7,686,593.
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 264,453 sharesChange vs previous 13F +18,443 shares
0.1% of the 13F portfolio, value $7,095,285.
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 246,010 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $6,489,744.
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).