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Kingsview Wealth Management, LLC: FDS position timeline

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

Kingsview Wealth Management, LLC held 21,530 FDS 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 21,530 shares
    Change vs previous 13F -8,660 shares

    0.06% of the 13F portfolio, value $4,953,543.

    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 30,190 shares
    Change vs previous 13F +2,425 shares

    0.09% of the 13F portfolio, value $6,551,009.

    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 27,765 shares
    Change vs previous 13F +25,593 shares

    0.12% of the 13F portfolio, value $8,057,200.

    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 2,172 shares
    Change vs previous 13F -487 shares

    0.01% of the 13F portfolio, value $622,310.

    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 2,659 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $1,189,376.

    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 2,705 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $1,229,839.

    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 2,732 shares
    Change vs previous 13F -66 shares

    0.03% of the 13F portfolio, value $1,312,144.

    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 2,798 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,286,670.

    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).