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Kingsview Wealth Management, LLC: BUFR position timeline

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

Kingsview Wealth Management, LLC held 251,333 BUFR 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 251,333 shares
    Change vs previous 13F +50,126 shares

    0.11% of the 13F portfolio, value $9,181,194.

    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 201,207 shares
    Change vs previous 13F -10,904 shares

    0.09% of the 13F portfolio, value $6,794,760.

    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 212,111 shares
    Change vs previous 13F -7,250 shares

    0.1% of the 13F portfolio, value $7,266,923.

    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 219,361 shares
    Change vs previous 13F -6,126 shares

    0.11% of the 13F portfolio, value $7,331,045.

    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 225,487 shares
    Change vs previous 13F +7,620 shares

    0.12% of the 13F portfolio, value $7,170,487.

    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 217,867 shares
    Change vs previous 13F +16,922 shares

    0.12% of the 13F portfolio, value $6,468,471.

    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 200,945 shares
    Change vs previous 13F -7,457 shares

    0.12% of the 13F portfolio, value $6,122,794.

    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 208,402 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,229,136.

    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).