Kingsview Wealth Management, LLC: FIW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on FIW, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 5,299 FIW shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 5,299 sharesChange vs previous 13F -531 shares
0.01% of the 13F portfolio, value $580,299.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,830 sharesChange vs previous 13F +239 shares
0.01% of the 13F portfolio, value $601,201.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,591 sharesChange vs previous 13F +516 shares
0.01% of the 13F portfolio, value $607,436.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,075 sharesChange vs previous 13F +40 shares
0.01% of the 13F portfolio, value $570,228.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,035 sharesChange vs previous 13F +9 shares
0.01% of the 13F portfolio, value $543,710.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,026 sharesChange vs previous 13F -35 shares
0.01% of the 13F portfolio, value $506,197.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,061 sharesChange vs previous 13F +98 shares
0.01% of the 13F portfolio, value $516,482.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,963 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $542,624.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).