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Kingsview Wealth Management, LLC: EFG position timeline

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

Kingsview Wealth Management, LLC held 18,816 EFG 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 18,816 shares
    Change vs previous 13F +4,112 shares

    0.03% of the 13F portfolio, value $2,341,139.

    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 14,704 shares
    Change vs previous 13F +3,243 shares

    0.02% of the 13F portfolio, value $1,637,586.

    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 11,461 shares
    Change vs previous 13F +287 shares

    0.02% of the 13F portfolio, value $1,305,672.

    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 11,174 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $1,272,526.

    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 11,040 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $1,236,531.

    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 11,586 shares
    Change vs previous 13F -74 shares

    0.02% of the 13F portfolio, value $1,158,596.

    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 11,660 shares
    Change vs previous 13F +2,121 shares

    0.02% of the 13F portfolio, value $1,129,058.

    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 9,539 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,026,832.

    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).