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Kingsview Wealth Management, LLC: FVD position timeline

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

Kingsview Wealth Management, LLC held 76,277 FVD 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 76,277 shares
    Change vs previous 13F +8,277 shares

    0.04% of the 13F portfolio, value $3,675,021.

    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 68,000 shares
    Change vs previous 13F +6,933 shares

    0.04% of the 13F portfolio, value $3,198,033.

    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 61,067 shares
    Change vs previous 13F -3,691 shares

    0.04% of the 13F portfolio, value $2,813,955.

    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 64,758 shares
    Change vs previous 13F -12,670 shares

    0.05% of the 13F portfolio, value $2,994,388.

    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 77,428 shares
    Change vs previous 13F +6,992 shares

    0.06% of the 13F portfolio, value $3,461,027.

    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 70,436 shares
    Change vs previous 13F -15,287 shares

    0.06% of the 13F portfolio, value $3,140,755.

    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 85,723 shares
    Change vs previous 13F -346 shares

    0.07% of the 13F portfolio, value $3,740,950.

    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 86,069 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,915,268.

    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).