Kingsview Wealth Management, LLC: IBB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on IBB, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 3,833 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 3,833 sharesChange vs previous 13F +192 shares
0.01% of the 13F portfolio, value $728,916.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,641 sharesChange vs previous 13F +406 shares
0.01% of the 13F portfolio, value $614,714.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,235 sharesChange vs previous 13F +34 shares
0.01% of the 13F portfolio, value $546,022.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,201 sharesChange vs previous 13F -180 shares
0.01% of the 13F portfolio, value $462,162.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,381 sharesChange vs previous 13F +135 shares
0.01% of the 13F portfolio, value $427,755.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,246 sharesChange vs previous 13F -28,838 shares
0.01% of the 13F portfolio, value $415,188.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,084 sharesChange vs previous 13F +28,541 shares
0.08% of the 13F portfolio, value $4,241,850.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,543 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $515,888.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).