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Kingsview Wealth Management, LLC: COST position timeline

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

Kingsview Wealth Management, LLC held 15,501 COST 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 15,501 shares
    Change vs previous 13F -1,317 shares

    0.18% of the 13F portfolio, value $14,501,135.

    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 16,818 shares
    Change vs previous 13F -49,464 shares

    0.23% of the 13F portfolio, value $16,757,516.

    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 66,282 shares
    Change vs previous 13F +5,546 shares

    0.82% of the 13F portfolio, value $57,157,649.

    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 60,736 shares
    Change vs previous 13F +9,363 shares

    0.86% of the 13F portfolio, value $56,218,920.

    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 51,373 shares
    Change vs previous 13F +30,439 shares

    0.86% of the 13F portfolio, value $50,856,041.

    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 20,934 shares
    Change vs previous 13F -33,128 shares

    0.37% of the 13F portfolio, value $19,798,565.

    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 54,062 shares
    Change vs previous 13F +3,129 shares

    0.96% of the 13F portfolio, value $49,535,045.

    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 50,933 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $45,152,851.

    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).