Skip to content
Disclosery

Kingsview Wealth Management, LLC: GRID position timeline

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

Kingsview Wealth Management, LLC held 51,767 GRID 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 51,767 shares
    Change vs previous 13F +6,767 shares

    0.12% of the 13F portfolio, value $9,926,253.

    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 45,000 shares
    Change vs previous 13F +6,975 shares

    0.1% of the 13F portfolio, value $7,361,122.

    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 38,025 shares
    Change vs previous 13F +21,152 shares

    0.08% of the 13F portfolio, value $5,818,544.

    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 16,873 shares
    Change vs previous 13F +1,437 shares

    0.04% of the 13F portfolio, value $2,549,121.

    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 15,436 shares
    Change vs previous 13F +974 shares

    0.04% of the 13F portfolio, value $2,145,952.

    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 14,462 shares
    Change vs previous 13F +494 shares

    0.03% of the 13F portfolio, value $1,636,086.

    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 13,968 shares
    Change vs previous 13F -291 shares

    0.03% of the 13F portfolio, value $1,666,982.

    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 14,259 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,814,394.

    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).