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Kingsview Wealth Management, LLC: HEGD position timeline

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

Kingsview Wealth Management, LLC held 43,526 HEGD 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 43,526 shares
    Change vs previous 13F -1,209 shares

    0.01% of the 13F portfolio, value $1,160,403.

    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 44,735 shares
    Change vs previous 13F -613 shares

    0.02% of the 13F portfolio, value $1,104,955.

    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 45,348 shares
    Change vs previous 13F -2,396 shares

    0.02% of the 13F portfolio, value $1,143,223.

    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 47,744 shares
    Change vs previous 13F -6,000 shares

    0.02% of the 13F portfolio, value $1,189,780.

    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 53,744 shares
    Change vs previous 13F -515 shares

    0.02% of the 13F portfolio, value $1,262,984.

    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 54,259 shares
    Change vs previous 13F -8,101 shares

    0.02% of the 13F portfolio, value $1,188,272.

    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 62,360 shares
    Change vs previous 13F -25,582 shares

    0.03% of the 13F portfolio, value $1,396,864.

    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 87,942 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,957,589.

    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).