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Kingsview Wealth Management, LLC: FTCB position timeline

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

Kingsview Wealth Management, LLC held 141,034 FTCB 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 141,034 shares
    Change vs previous 13F +37,544 shares

    0.04% of the 13F portfolio, value $2,941,265.

    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 103,490 shares
    Change vs previous 13F -80,560 shares

    0.03% of the 13F portfolio, value $2,169,150.

    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 184,050 shares
    Change vs previous 13F +23,047 shares

    0.06% of the 13F portfolio, value $3,907,382.

    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 161,003 shares
    Change vs previous 13F -290,199 shares

    0.05% of the 13F portfolio, value $3,430,974.

    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 451,202 shares
    Change vs previous 13F +88,762 shares

    0.16% of the 13F portfolio, value $9,502,314.

    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 362,440 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,607,616.

    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).