Kingsview Wealth Management, LLC: COIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on COIN, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 2,702 COIN shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 2,702 sharesChange vs previous 13F -760 shares
<0.01% of the 13F portfolio, value $395,005.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,462 sharesChange vs previous 13F +70 shares
0.01% of the 13F portfolio, value $604,500.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,392 sharesChange vs previous 13F +421 shares
0.01% of the 13F portfolio, value $767,067.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,971 sharesChange vs previous 13F -106 shares
0.02% of the 13F portfolio, value $1,002,683.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,077 sharesChange vs previous 13F +1,359 shares
0.02% of the 13F portfolio, value $1,078,458.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,718 sharesChange vs previous 13F -212 shares
0.01% of the 13F portfolio, value $295,891.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,930 sharesChange vs previous 13F +258 shares
0.01% of the 13F portfolio, value $479,219.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,672 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $297,900.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).