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Kingsview Wealth Management, LLC: FDVV position timeline

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

Kingsview Wealth Management, LLC held 39,198 FDVV 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 39,198 shares
    Change vs previous 13F -134,820 shares

    0.03% of the 13F portfolio, value $2,363,263.

    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 174,018 shares
    Change vs previous 13F +131,857 shares

    0.13% of the 13F portfolio, value $9,612,772.

    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 42,161 shares
    Change vs previous 13F +2,289 shares

    0.03% of the 13F portfolio, value $2,390,128.

    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 39,872 shares
    Change vs previous 13F -1,323 shares

    0.03% of the 13F portfolio, value $2,221,259.

    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 41,195 shares
    Change vs previous 13F -2,623 shares

    0.04% of the 13F portfolio, value $2,142,972.

    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 43,818 shares
    Change vs previous 13F +10,851 shares

    0.04% of the 13F portfolio, value $2,173,376.

    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 32,967 shares
    Change vs previous 13F +5,694 shares

    0.03% of the 13F portfolio, value $1,646,366.

    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 27,273 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,381,361.

    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).