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Kingsview Wealth Management, LLC: IJR position timeline

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

Kingsview Wealth Management, LLC held 61,697 IJR 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 61,697 shares
    Change vs previous 13F +8,490 shares

    0.11% of the 13F portfolio, value $9,150,235.

    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 53,207 shares
    Change vs previous 13F +5,590 shares

    0.09% of the 13F portfolio, value $6,614,155.

    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 47,617 shares
    Change vs previous 13F +506 shares

    0.08% of the 13F portfolio, value $5,722,572.

    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 47,111 shares
    Change vs previous 13F -42,045 shares

    0.09% of the 13F portfolio, value $5,598,232.

    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 89,156 shares
    Change vs previous 13F +3,533 shares

    0.16% of the 13F portfolio, value $9,743,831.

    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 85,623 shares
    Change vs previous 13F +1,717 shares

    0.17% of the 13F portfolio, value $8,953,615.

    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 83,906 shares
    Change vs previous 13F +4,474 shares

    0.19% of the 13F portfolio, value $9,667,702.

    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 79,432 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $9,290,362.

    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).