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Kingsview Wealth Management, LLC: IBIT position timeline

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

Kingsview Wealth Management, LLC held 187,725 IBIT 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 187,725 shares
    Change vs previous 13F +2,309 shares

    0.08% of the 13F portfolio, value $6,249,365.

    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 185,416 shares
    Change vs previous 13F +30,595 shares

    0.1% of the 13F portfolio, value $7,123,683.

    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 154,821 shares
    Change vs previous 13F +26,355 shares

    0.11% of the 13F portfolio, value $7,686,863.

    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 128,466 shares
    Change vs previous 13F +29,862 shares

    0.13% of the 13F portfolio, value $8,350,290.

    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 98,604 shares
    Change vs previous 13F +9,579 shares

    0.1% of the 13F portfolio, value $6,035,551.

    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 89,025 shares
    Change vs previous 13F +13,349 shares

    0.08% of the 13F portfolio, value $4,167,260.

    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 75,676 shares
    Change vs previous 13F +33,174 shares

    0.08% of the 13F portfolio, value $4,014,612.

    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 42,502 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,535,597.

    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).