Skip to content
Disclosery

Kingsview Wealth Management, LLC: BNY position timeline

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

Kingsview Wealth Management, LLC held 17,895 BNY 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 17,895 shares
    Change vs previous 13F +1,198 shares

    0.03% of the 13F portfolio, value $2,587,734.

    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 16,697 shares
    Change vs previous 13F -1,378 shares

    0.03% of the 13F portfolio, value $1,980,812.

    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 18,075 shares
    Change vs previous 13F -336 shares

    0.03% of the 13F portfolio, value $2,098,357.

    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 18,411 shares
    Change vs previous 13F +1,740 shares

    0.03% of the 13F portfolio, value $2,006,027.

    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 16,671 shares
    Change vs previous 13F -530 shares

    0.03% of the 13F portfolio, value $1,518,898.

    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 17,201 shares
    Change vs previous 13F +4,010 shares

    0.03% of the 13F portfolio, value $1,442,651.

    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 13,191 shares
    Change vs previous 13F -189 shares

    0.02% of the 13F portfolio, value $1,013,467.

    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 13,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $961,489.

    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).