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Kingsview Wealth Management, LLC: ITB position timeline

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

Kingsview Wealth Management, LLC held 3,515 ITB 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 3,515 shares
    Change vs previous 13F -3,166 shares

    <0.01% of the 13F portfolio, value $367,256.

    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 6,681 shares
    Change vs previous 13F -149,905 shares

    0.01% of the 13F portfolio, value $604,950.

    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 156,586 shares
    Change vs previous 13F +7,607 shares

    0.22% of the 13F portfolio, value $15,079,226.

    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 148,979 shares
    Change vs previous 13F +143,466 shares

    0.24% of the 13F portfolio, value $15,977,971.

    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 5,513 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $513,646.

    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 5,506 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $524,226.

    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 5,680 shares
    Change vs previous 13F -58,726 shares

    0.01% of the 13F portfolio, value $587,255.

    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 64,406 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,185,966.

    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).