Skip to content

Kingsview Wealth Management, LLC: DHR position timeline

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

Kingsview Wealth Management, LLC held 11,665 DHR 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 11,665 shares
    Change vs previous 13F -41,833 shares

    0.03% of the 13F portfolio, value $2,221,918.

    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 53,498 shares
    Change vs previous 13F +5,494 shares

    0.14% of the 13F portfolio, value $10,143,207.

    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 48,004 shares
    Change vs previous 13F -2,736 shares

    0.16% of the 13F portfolio, value $10,989,171.

    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 50,740 shares
    Change vs previous 13F -158,246 shares

    0.15% of the 13F portfolio, value $10,059,668.

    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 208,986 shares
    Change vs previous 13F +627 shares

    0.7% of the 13F portfolio, value $41,283,186.

    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 208,359 shares
    Change vs previous 13F +167,564 shares

    0.8% of the 13F portfolio, value $42,713,669.

    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 40,795 shares
    Change vs previous 13F +2,690 shares

    0.18% of the 13F portfolio, value $9,364,464.

    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 38,105 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $10,594,006.

    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).