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Kingsview Wealth Management, LLC: FNDX position timeline

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

Kingsview Wealth Management, LLC held 201,590 FNDX 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 201,590 shares
    Change vs previous 13F -2,208 shares

    0.08% of the 13F portfolio, value $6,269,450.

    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 203,798 shares
    Change vs previous 13F +888 shares

    0.08% of the 13F portfolio, value $5,675,779.

    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 202,910 shares
    Change vs previous 13F +11,557 shares

    0.08% of the 13F portfolio, value $5,521,172.

    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 191,353 shares
    Change vs previous 13F -97,967 shares

    0.08% of the 13F portfolio, value $5,032,594.

    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 289,320 shares
    Change vs previous 13F +746 shares

    0.12% of the 13F portfolio, value $7,099,913.

    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 288,574 shares
    Change vs previous 13F -4,590 shares

    0.13% of the 13F portfolio, value $6,813,227.

    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 293,164 shares
    Change vs previous 13F +192,346 shares

    0.14% of the 13F portfolio, value $6,942,117.

    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 100,818 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,234,684.

    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).