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Kingsview Wealth Management, LLC: FEX position timeline

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

Kingsview Wealth Management, LLC held 61,448 FEX 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 61,448 shares
    Change vs previous 13F +459 shares

    0.1% of the 13F portfolio, value $8,594,919.

    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 60,989 shares
    Change vs previous 13F -2,901 shares

    0.1% of the 13F portfolio, value $7,436,247.

    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 63,890 shares
    Change vs previous 13F -6,923 shares

    0.11% of the 13F portfolio, value $7,578,449.

    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 70,813 shares
    Change vs previous 13F -2,790 shares

    0.13% of the 13F portfolio, value $8,272,391.

    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 73,603 shares
    Change vs previous 13F -2,532 shares

    0.14% of the 13F portfolio, value $8,093,375.

    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 76,135 shares
    Change vs previous 13F -11,082 shares

    0.15% of the 13F portfolio, value $7,800,806.

    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 87,217 shares
    Change vs previous 13F -10,622 shares

    0.18% of the 13F portfolio, value $9,096,340.

    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 97,839 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,191,785.

    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).