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Kingsview Wealth Management, LLC: EVTR position timeline

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

Kingsview Wealth Management, LLC held 166,963 EVTR 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 166,963 shares
    Change vs previous 13F +23,461 shares

    0.1% of the 13F portfolio, value $8,466,698.

    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 143,502 shares
    Change vs previous 13F +4,449 shares

    0.1% of the 13F portfolio, value $7,282,720.

    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 139,053 shares
    Change vs previous 13F +77,225 shares

    0.1% of the 13F portfolio, value $7,161,247.

    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 61,828 shares
    Change vs previous 13F +53,933 shares

    0.05% of the 13F portfolio, value $3,181,034.

    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 7,895 shares
    Change vs previous 13F -300 shares

    0.01% of the 13F portfolio, value $401,567.

    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 8,195 shares
    Change vs previous 13F -372 shares

    0.01% of the 13F portfolio, value $414,911.

    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 8,567 shares
    Change vs previous 13F +904 shares

    0.01% of the 13F portfolio, value $427,166.

    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 7,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,968.

    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).