Kingsview Wealth Management, LLC: AUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on AUB, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 13,406 AUB shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 13,406 sharesChange vs previous 13F +277 shares
0.01% of the 13F portfolio, value $567,187.
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 13,129 sharesChange vs previous 13F +227 shares
0.01% of the 13F portfolio, value $469,234.
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 12,902 sharesChange vs previous 13F -80 shares
0.01% of the 13F portfolio, value $455,431.
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 12,982 sharesChange vs previous 13F -15 shares
0.01% of the 13F portfolio, value $458,118.
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 12,997 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $406,543.
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).