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Kingsview Wealth Management, LLC: HRB position timeline

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

Kingsview Wealth Management, LLC held 134,228 HRB 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 134,228 shares
    Change vs previous 13F -82,332 shares

    0.06% of the 13F portfolio, value $5,111,400.

    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 216,560 shares
    Change vs previous 13F +51,129 shares

    0.09% of the 13F portfolio, value $6,873,605.

    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 165,431 shares
    Change vs previous 13F -27,831 shares

    0.1% of the 13F portfolio, value $7,209,477.

    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 193,262 shares
    Change vs previous 13F +187,702 shares

    0.15% of the 13F portfolio, value $9,773,260.

    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 5,560 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $305,188.

    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 5,660 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $310,791.

    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 5,660 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $299,074.

    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 5,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,138.

    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).