Skip to content
Disclosery

Kingsview Wealth Management, LLC: IDCC position timeline

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

Kingsview Wealth Management, LLC held 3,133 IDCC 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 3,133 shares
    Change vs previous 13F -10,595 shares

    0.01% of the 13F portfolio, value $887,172.

    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 13,728 shares
    Change vs previous 13F +1,665 shares

    0.06% of the 13F portfolio, value $4,145,894.

    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 12,063 shares
    Change vs previous 13F +8,861 shares

    0.06% of the 13F portfolio, value $3,840,544.

    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 3,202 shares
    Change vs previous 13F -11,423 shares

    0.02% of the 13F portfolio, value $1,105,581.

    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 14,625 shares
    Change vs previous 13F +11,489 shares

    0.06% of the 13F portfolio, value $3,279,401.

    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 3,136 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $648,368.

    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 3,195 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $618,935.

    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 3,269 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $462,988.

    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).