Kingsview Wealth Management, LLC: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on DEM, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 5,878 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 5,878 sharesChange vs previous 13F +200 shares
<0.01% of the 13F portfolio, value $316,178.
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 5,678 sharesChange vs previous 13F +235 shares
<0.01% of the 13F portfolio, value $282,140.
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 5,443 sharesChange vs previous 13F +350 shares
<0.01% of the 13F portfolio, value $254,243.
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 5,093 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $234,227.
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 5,093 sharesChange vs previous 13F +200 shares
<0.01% of the 13F portfolio, value $230,662.
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 4,893 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $205,897.
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).