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Kingsview Wealth Management, LLC: ITOT position timeline

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

Kingsview Wealth Management, LLC held 79,009 ITOT 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 79,009 shares
    Change vs previous 13F -16,429 shares

    0.16% of the 13F portfolio, value $12,978,740.

    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 95,438 shares
    Change vs previous 13F -7,912 shares

    0.19% of the 13F portfolio, value $13,593,249.

    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 103,350 shares
    Change vs previous 13F +1,327 shares

    0.22% of the 13F portfolio, value $15,367,185.

    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 102,023 shares
    Change vs previous 13F -1,833 shares

    0.23% of the 13F portfolio, value $14,859,716.

    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 103,856 shares
    Change vs previous 13F -5,154 shares

    0.24% of the 13F portfolio, value $14,024,648.

    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 109,010 shares
    Change vs previous 13F -22,188 shares

    0.25% of the 13F portfolio, value $13,300,284.

    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 131,198 shares
    Change vs previous 13F -934,204 shares

    0.33% of the 13F portfolio, value $16,874,692.

    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 1,065,402 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $133,835,779.

    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).