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Kingsview Wealth Management, LLC: FDL position timeline

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

Kingsview Wealth Management, LLC held 422,375 FDL 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 422,375 shares
    Change vs previous 13F +27,739 shares

    0.25% of the 13F portfolio, value $20,552,764.

    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 394,636 shares
    Change vs previous 13F +325,573 shares

    0.27% of the 13F portfolio, value $20,047,486.

    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 69,063 shares
    Change vs previous 13F +6,514 shares

    0.04% of the 13F portfolio, value $3,062,247.

    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 62,549 shares
    Change vs previous 13F +5,767 shares

    0.04% of the 13F portfolio, value $2,715,259.

    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 56,782 shares
    Change vs previous 13F +9,374 shares

    0.04% of the 13F portfolio, value $2,377,468.

    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 47,408 shares
    Change vs previous 13F +4,986 shares

    0.04% of the 13F portfolio, value $2,059,391.

    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 42,422 shares
    Change vs previous 13F +4,431 shares

    0.03% of the 13F portfolio, value $1,707,907.

    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 37,991 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,593,742.

    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).