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Kingsview Wealth Management, LLC: FPEI position timeline

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

Kingsview Wealth Management, LLC held 182,028 FPEI 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 182,028 shares
    Change vs previous 13F -190,926 shares

    0.04% of the 13F portfolio, value $3,511,320.

    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 372,954 shares
    Change vs previous 13F +17,675 shares

    0.1% of the 13F portfolio, value $7,086,126.

    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 355,279 shares
    Change vs previous 13F +31,697 shares

    0.1% of the 13F portfolio, value $6,888,860.

    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 323,582 shares
    Change vs previous 13F +23,133 shares

    0.1% of the 13F portfolio, value $6,258,076.

    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 300,449 shares
    Change vs previous 13F +25,519 shares

    0.1% of the 13F portfolio, value $5,705,519.

    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 274,930 shares
    Change vs previous 13F +19,891 shares

    0.1% of the 13F portfolio, value $5,141,191.

    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 255,039 shares
    Change vs previous 13F +29,319 shares

    0.09% of the 13F portfolio, value $4,769,229.

    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 225,720 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,304,480.

    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).