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Kingsview Wealth Management, LLC: BALT position timeline

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

Kingsview Wealth Management, LLC held 1,385,648 BALT 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 1,385,648 shares
    Change vs previous 13F +229,937 shares

    0.58% of the 13F portfolio, value $47,486,157.

    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 1,155,711 shares
    Change vs previous 13F +148,488 shares

    0.53% of the 13F portfolio, value $38,675,873.

    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 1,007,223 shares
    Change vs previous 13F +161,394 shares

    0.49% of the 13F portfolio, value $33,752,043.

    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 845,829 shares
    Change vs previous 13F +312,476 shares

    0.42% of the 13F portfolio, value $27,760,108.

    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 533,353 shares
    Change vs previous 13F +181,900 shares

    0.29% of the 13F portfolio, value $17,109,964.

    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 351,453 shares
    Change vs previous 13F +174,663 shares

    0.21% of the 13F portfolio, value $11,028,595.

    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 176,790 shares
    Change vs previous 13F -1,476,301 shares

    0.11% of the 13F portfolio, value $5,554,742.

    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 1,653,091 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $50,964,796.

    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).