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Kingsview Wealth Management, LLC: FIXD position timeline

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

Kingsview Wealth Management, LLC held 116,154 FIXD 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 116,154 shares
    Change vs previous 13F +22,790 shares

    0.06% of the 13F portfolio, value $5,065,472.

    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 93,364 shares
    Change vs previous 13F -18,192 shares

    0.06% of the 13F portfolio, value $4,069,721.

    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 111,556 shares
    Change vs previous 13F +1,699 shares

    0.07% of the 13F portfolio, value $4,944,157.

    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 109,857 shares
    Change vs previous 13F +7,688 shares

    0.07% of the 13F portfolio, value $4,879,842.

    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 102,169 shares
    Change vs previous 13F -20,895 shares

    0.08% of the 13F portfolio, value $4,484,207.

    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 123,064 shares
    Change vs previous 13F +48,699 shares

    0.1% of the 13F portfolio, value $5,395,110.

    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 74,365 shares
    Change vs previous 13F +5,834 shares

    0.06% of the 13F portfolio, value $3,195,482.

    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 68,531 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,100,361.

    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).