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Disclosery

Kingsview Wealth Management, LLC: EW position timeline

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

Kingsview Wealth Management, LLC held 24,532 EW 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 24,532 shares
    Change vs previous 13F -15,821 shares

    0.03% of the 13F portfolio, value $2,219,129.

    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 40,353 shares
    Change vs previous 13F +149 shares

    0.04% of the 13F portfolio, value $3,231,436.

    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 40,204 shares
    Change vs previous 13F -2,421 shares

    0.05% of the 13F portfolio, value $3,427,357.

    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 42,625 shares
    Change vs previous 13F +17,188 shares

    0.05% of the 13F portfolio, value $3,314,915.

    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 25,437 shares
    Change vs previous 13F -305 shares

    0.03% of the 13F portfolio, value $1,989,396.

    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 25,742 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $1,865,751.

    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 25,797 shares
    Change vs previous 13F -144 shares

    0.04% of the 13F portfolio, value $1,909,722.

    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 25,941 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,711,820.

    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).