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Kingsview Wealth Management, LLC: IUSB position timeline

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

Kingsview Wealth Management, LLC held 34,605 IUSB 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 34,605 shares
    Change vs previous 13F -92,609 shares

    0.02% of the 13F portfolio, value $1,597,000.

    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 127,214 shares
    Change vs previous 13F -123,813 shares

    0.08% of the 13F portfolio, value $5,876,005.

    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 251,027 shares
    Change vs previous 13F +11,518 shares

    0.17% of the 13F portfolio, value $11,682,778.

    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 239,509 shares
    Change vs previous 13F +222,974 shares

    0.17% of the 13F portfolio, value $11,187,464.

    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 16,535 shares
    Change vs previous 13F -3,534 shares

    0.01% of the 13F portfolio, value $764,433.

    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 20,069 shares
    Change vs previous 13F -4,775 shares

    0.02% of the 13F portfolio, value $924,779.

    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 24,844 shares
    Change vs previous 13F +9,986 shares

    0.02% of the 13F portfolio, value $1,122,932.

    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 14,858 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $700,101.

    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).