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Kingsview Wealth Management, LLC: HTRB position timeline

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

Kingsview Wealth Management, LLC held 93,289 HTRB 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 93,289 shares
    Change vs previous 13F -7,630 shares

    0.04% of the 13F portfolio, value $3,147,107.

    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 100,919 shares
    Change vs previous 13F +36,162 shares

    0.05% of the 13F portfolio, value $3,405,015.

    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 64,757 shares
    Change vs previous 13F -33,145 shares

    0.03% of the 13F portfolio, value $2,211,442.

    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 97,902 shares
    Change vs previous 13F +40,642 shares

    0.05% of the 13F portfolio, value $3,357,056.

    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 57,260 shares
    Change vs previous 13F +16,892 shares

    0.03% of the 13F portfolio, value $1,939,403.

    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 40,368 shares
    Change vs previous 13F +32,983 shares

    0.03% of the 13F portfolio, value $1,366,874.

    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 7,385 shares
    Change vs previous 13F -378 shares

    <0.01% of the 13F portfolio, value $246,148.

    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 7,763 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $271,383.

    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).