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Kingsview Wealth Management, LLC: IEF position timeline

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

Kingsview Wealth Management, LLC held 323,298 IEF 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 323,298 shares
    Change vs previous 13F +31,296 shares

    0.37% of the 13F portfolio, value $30,574,258.

    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 292,002 shares
    Change vs previous 13F -76,022 shares

    0.38% of the 13F portfolio, value $27,868,640.

    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 368,024 shares
    Change vs previous 13F +35,133 shares

    0.51% of the 13F portfolio, value $35,389,229.

    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 332,891 shares
    Change vs previous 13F +114,822 shares

    0.49% of the 13F portfolio, value $32,110,673.

    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 218,069 shares
    Change vs previous 13F -11,967 shares

    0.35% of the 13F portfolio, value $20,884,435.

    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 230,036 shares
    Change vs previous 13F +31,778 shares

    0.41% of the 13F portfolio, value $21,938,526.

    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 198,258 shares
    Change vs previous 13F -37,453 shares

    0.36% of the 13F portfolio, value $18,328,966.

    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 235,711 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $23,128,003.

    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).