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Kingsview Wealth Management, LLC: BUFD position timeline

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

Kingsview Wealth Management, LLC held 84,171 BUFD 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 84,171 shares
    Change vs previous 13F +1,211 shares

    0.03% of the 13F portfolio, value $2,501,562.

    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 82,960 shares
    Change vs previous 13F +2,822 shares

    0.03% of the 13F portfolio, value $2,322,880.

    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 80,138 shares
    Change vs previous 13F -4,614 shares

    0.03% of the 13F portfolio, value $2,263,097.

    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 84,752 shares
    Change vs previous 13F +3,221 shares

    0.04% of the 13F portfolio, value $2,342,545.

    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 81,531 shares
    Change vs previous 13F -546 shares

    0.04% of the 13F portfolio, value $2,165,463.

    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 82,077 shares
    Change vs previous 13F +3,624 shares

    0.04% of the 13F portfolio, value $2,047,821.

    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 78,453 shares
    Change vs previous 13F +802 shares

    0.04% of the 13F portfolio, value $2,002,121.

    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 77,651 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,944,381.

    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).