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Kingsview Wealth Management, LLC: BOXX position timeline

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

Kingsview Wealth Management, LLC held 103,165 BOXX 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 103,165 shares
    Change vs previous 13F +6,727 shares

    0.15% of the 13F portfolio, value $12,079,590.

    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 96,438 shares
    Change vs previous 13F -311 shares

    0.15% of the 13F portfolio, value $11,214,775.

    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 96,749 shares
    Change vs previous 13F +23,383 shares

    0.16% of the 13F portfolio, value $11,135,810.

    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 73,366 shares
    Change vs previous 13F +7,068 shares

    0.13% of the 13F portfolio, value $8,353,453.

    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 66,298 shares
    Change vs previous 13F +14,399 shares

    0.13% of the 13F portfolio, value $7,470,459.

    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 51,899 shares
    Change vs previous 13F +28,350 shares

    0.11% of the 13F portfolio, value $5,786,220.

    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 23,549 shares
    Change vs previous 13F +7,224 shares

    0.05% of the 13F portfolio, value $2,596,984.

    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 16,325 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,778,282.

    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).