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Kingsview Wealth Management, LLC: FTA position timeline

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

Kingsview Wealth Management, LLC held 183,956 FTA 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 183,956 shares
    Change vs previous 13F +7,201 shares

    0.22% of the 13F portfolio, value $17,806,640.

    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 176,755 shares
    Change vs previous 13F -14,921 shares

    0.22% of the 13F portfolio, value $16,323,305.

    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 191,676 shares
    Change vs previous 13F -3,553 shares

    0.24% of the 13F portfolio, value $16,512,423.

    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 195,229 shares
    Change vs previous 13F -4,359 shares

    0.25% of the 13F portfolio, value $16,267,692.

    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 199,588 shares
    Change vs previous 13F -3,766 shares

    0.27% of the 13F portfolio, value $15,693,612.

    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 203,354 shares
    Change vs previous 13F -23,337 shares

    0.29% of the 13F portfolio, value $15,601,331.

    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 226,691 shares
    Change vs previous 13F -18,213 shares

    0.34% of the 13F portfolio, value $17,332,799.

    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 244,904 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $19,379,262.

    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).