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Kingsview Wealth Management, LLC: EFV position timeline

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

Kingsview Wealth Management, LLC held 39,293 EFV 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 39,293 shares
    Change vs previous 13F +119 shares

    0.04% of the 13F portfolio, value $3,007,910.

    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 39,174 shares
    Change vs previous 13F -3,999 shares

    0.04% of the 13F portfolio, value $2,912,578.

    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 43,173 shares
    Change vs previous 13F -83,314 shares

    0.04% of the 13F portfolio, value $3,083,008.

    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 126,487 shares
    Change vs previous 13F +13,639 shares

    0.13% of the 13F portfolio, value $8,579,587.

    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 112,848 shares
    Change vs previous 13F +76,054 shares

    0.12% of the 13F portfolio, value $7,163,597.

    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 36,794 shares
    Change vs previous 13F +546 shares

    0.04% of the 13F portfolio, value $2,168,631.

    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 36,248 shares
    Change vs previous 13F +5,349 shares

    0.04% of the 13F portfolio, value $1,901,934.

    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 30,899 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,777,621.

    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).