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Kingsview Wealth Management, LLC: DFAS position timeline

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

Kingsview Wealth Management, LLC held 45,609 DFAS 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 45,609 shares
    Change vs previous 13F +3,977 shares

    0.05% of the 13F portfolio, value $3,755,430.

    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 41,632 shares
    Change vs previous 13F -12,386 shares

    0.04% of the 13F portfolio, value $2,961,261.

    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 54,018 shares
    Change vs previous 13F +33,647 shares

    0.05% of the 13F portfolio, value $3,763,454.

    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 20,371 shares
    Change vs previous 13F -2,301 shares

    0.02% of the 13F portfolio, value $1,394,607.

    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 22,672 shares
    Change vs previous 13F -8,153 shares

    0.02% of the 13F portfolio, value $1,444,454.

    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 30,825 shares
    Change vs previous 13F -4,784 shares

    0.03% of the 13F portfolio, value $1,841,803.

    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 35,609 shares
    Change vs previous 13F +4,391 shares

    0.05% of the 13F portfolio, value $2,317,407.

    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 31,218 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,024,770.

    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).