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Kingsview Wealth Management, LLC: FDT position timeline

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

Kingsview Wealth Management, LLC held 105,456 FDT 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 105,456 shares
    Change vs previous 13F +24,080 shares

    0.12% of the 13F portfolio, value $9,984,270.

    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 81,376 shares
    Change vs previous 13F -4,655 shares

    0.1% of the 13F portfolio, value $7,073,975.

    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 86,031 shares
    Change vs previous 13F -57,336 shares

    0.1% of the 13F portfolio, value $6,834,837.

    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 143,367 shares
    Change vs previous 13F -9,912 shares

    0.17% of the 13F portfolio, value $10,805,557.

    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 153,279 shares
    Change vs previous 13F -7,046 shares

    0.18% of the 13F portfolio, value $10,539,435.

    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 160,325 shares
    Change vs previous 13F -22,494 shares

    0.18% of the 13F portfolio, value $9,338,925.

    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 182,819 shares
    Change vs previous 13F -14,589 shares

    0.19% of the 13F portfolio, value $9,886,851.

    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 197,408 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,384,520.

    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).