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Kingsview Wealth Management, LLC: FWD position timeline

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

Kingsview Wealth Management, LLC held 19,187 FWD 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 19,187 shares
    Change vs previous 13F +405 shares

    0.03% of the 13F portfolio, value $2,841,978.

    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 18,782 shares
    Change vs previous 13F -11,498 shares

    0.03% of the 13F portfolio, value $2,038,974.

    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 30,280 shares
    Change vs previous 13F +4,088 shares

    0.05% of the 13F portfolio, value $3,161,535.

    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 26,192 shares
    Change vs previous 13F +21,037 shares

    0.04% of the 13F portfolio, value $2,650,368.

    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 5,155 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $462,507.

    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 5,299 shares
    Change vs previous 13F +1,716 shares

    0.01% of the 13F portfolio, value $373,103.

    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 3,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $283,738.

    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).