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Kingsview Wealth Management, LLC: ICLO position timeline

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

Kingsview Wealth Management, LLC held 374,166 ICLO 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 374,166 shares
    Change vs previous 13F +8,174 shares

    0.12% of the 13F portfolio, value $9,571,173.

    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 365,992 shares
    Change vs previous 13F +28,647 shares

    0.13% of the 13F portfolio, value $9,336,457.

    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 337,345 shares
    Change vs previous 13F -12,516 shares

    0.12% of the 13F portfolio, value $8,619,168.

    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 349,861 shares
    Change vs previous 13F +17,890 shares

    0.14% of the 13F portfolio, value $8,959,937.

    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 331,971 shares
    Change vs previous 13F +10,867 shares

    0.14% of the 13F portfolio, value $8,485,182.

    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 321,104 shares
    Change vs previous 13F +100,692 shares

    0.15% of the 13F portfolio, value $8,184,942.

    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 220,412 shares
    Change vs previous 13F +61,530 shares

    0.11% of the 13F portfolio, value $5,651,372.

    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 158,882 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,073,729.

    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).