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Kingsview Wealth Management, LLC: ISPY position timeline

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

Kingsview Wealth Management, LLC held 29,041 ISPY 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 29,041 shares
    Change vs previous 13F -973 shares

    0.02% of the 13F portfolio, value $1,399,469.

    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 30,014 shares
    Change vs previous 13F -1,743 shares

    0.02% of the 13F portfolio, value $1,301,091.

    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 31,757 shares
    Change vs previous 13F -43,171 shares

    0.02% of the 13F portfolio, value $1,449,069.

    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 74,928 shares
    Change vs previous 13F -34,548 shares

    0.05% of the 13F portfolio, value $3,379,984.

    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 109,476 shares
    Change vs previous 13F +15,724 shares

    0.08% of the 13F portfolio, value $4,645,069.

    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 93,752 shares
    Change vs previous 13F +24,901 shares

    0.07% of the 13F portfolio, value $3,946,036.

    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 68,851 shares
    Change vs previous 13F +9,785 shares

    0.06% of the 13F portfolio, value $3,049,400.

    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 59,066 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,647,338.

    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).