Skip to content
Disclosery

Kingsview Wealth Management, LLC: G position timeline

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

Kingsview Wealth Management, LLC held 146,135 G 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 146,135 shares
    Change vs previous 13F -19,466 shares

    0.05% of the 13F portfolio, value $4,018,726.

    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 165,601 shares
    Change vs previous 13F -21,635 shares

    0.08% of the 13F portfolio, value $6,168,624.

    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 187,236 shares
    Change vs previous 13F -25,840 shares

    0.13% of the 13F portfolio, value $8,758,902.

    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 213,076 shares
    Change vs previous 13F +4,149 shares

    0.14% of the 13F portfolio, value $8,925,749.

    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 208,927 shares
    Change vs previous 13F +9,266 shares

    0.16% of the 13F portfolio, value $9,194,894.

    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 199,661 shares
    Change vs previous 13F -63,770 shares

    0.19% of the 13F portfolio, value $10,058,928.

    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 263,431 shares
    Change vs previous 13F +5,216 shares

    0.22% of the 13F portfolio, value $11,314,382.

    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 258,215 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,124,621.

    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).