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Kingsview Wealth Management, LLC: IDV position timeline

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

Kingsview Wealth Management, LLC held 59,530 IDV 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 59,530 shares
    Change vs previous 13F +490 shares

    0.03% of the 13F portfolio, value $2,466,330.

    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 59,040 shares
    Change vs previous 13F +719 shares

    0.03% of the 13F portfolio, value $2,512,756.

    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 58,321 shares
    Change vs previous 13F -161,231 shares

    0.03% of the 13F portfolio, value $2,300,768.

    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 219,552 shares
    Change vs previous 13F +33,699 shares

    0.12% of the 13F portfolio, value $8,024,635.

    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 185,853 shares
    Change vs previous 13F +152,679 shares

    0.11% of the 13F portfolio, value $6,413,772.

    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 33,174 shares
    Change vs previous 13F -1,927 shares

    0.02% of the 13F portfolio, value $1,029,057.

    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 35,101 shares
    Change vs previous 13F +2,587 shares

    0.02% of the 13F portfolio, value $961,065.

    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 32,514 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $982,898.

    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).