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Kingsview Wealth Management, LLC: FDN position timeline

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

Kingsview Wealth Management, LLC held 11,618 FDN 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 11,618 shares
    Change vs previous 13F +1,229 shares

    0.04% of the 13F portfolio, value $3,075,517.

    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 10,389 shares
    Change vs previous 13F -581 shares

    0.03% of the 13F portfolio, value $2,431,338.

    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 10,970 shares
    Change vs previous 13F -354 shares

    0.04% of the 13F portfolio, value $2,952,905.

    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 11,324 shares
    Change vs previous 13F -19,846 shares

    0.05% of the 13F portfolio, value $3,168,908.

    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 31,170 shares
    Change vs previous 13F +20,458 shares

    0.14% of the 13F portfolio, value $8,395,016.

    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 10,712 shares
    Change vs previous 13F +299 shares

    0.04% of the 13F portfolio, value $2,379,671.

    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 10,413 shares
    Change vs previous 13F +1,480 shares

    0.05% of the 13F portfolio, value $2,532,129.

    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 8,933 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,892,277.

    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).