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Kingsview Wealth Management, LLC: BAI position timeline

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

Kingsview Wealth Management, LLC held 38,639 BAI 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 38,639 shares
    Change vs previous 13F -2,641 shares

    0.02% of the 13F portfolio, value $2,037,033.

    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 41,280 shares
    Change vs previous 13F +3,491 shares

    0.02% of the 13F portfolio, value $1,360,167.

    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 37,789 shares
    Change vs previous 13F +8,758 shares

    0.02% of the 13F portfolio, value $1,258,375.

    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 29,031 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $991,699.

    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).