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Kingsview Wealth Management, LLC: ET position timeline

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

Kingsview Wealth Management, LLC held 199,171 ET 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 199,171 shares
    Change vs previous 13F +9,254 shares

    0.05% of the 13F portfolio, value $3,808,140.

    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 189,917 shares
    Change vs previous 13F -5,582 shares

    0.05% of the 13F portfolio, value $3,665,401.

    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 195,499 shares
    Change vs previous 13F -16,851 shares

    0.05% of the 13F portfolio, value $3,223,773.

    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 212,350 shares
    Change vs previous 13F -8,811 shares

    0.06% of the 13F portfolio, value $3,643,922.

    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 221,161 shares
    Change vs previous 13F +7,630 shares

    0.07% of the 13F portfolio, value $4,009,643.

    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 213,531 shares
    Change vs previous 13F -54,509 shares

    0.07% of the 13F portfolio, value $3,969,543.

    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 268,040 shares
    Change vs previous 13F +25,998 shares

    0.1% of the 13F portfolio, value $5,250,906.

    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 242,042 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,884,782.

    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).