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Kingsview Wealth Management, LLC: IVV position timeline

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

Kingsview Wealth Management, LLC held 30,945 IVV 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 30,945 shares
    Change vs previous 13F +241 shares

    0.28% of the 13F portfolio, value $23,174,300.

    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 30,704 shares
    Change vs previous 13F +2,610 shares

    0.27% of the 13F portfolio, value $20,056,451.

    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 28,094 shares
    Change vs previous 13F +1,669 shares

    0.28% of the 13F portfolio, value $19,242,557.

    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 26,425 shares
    Change vs previous 13F +1,475 shares

    0.27% of the 13F portfolio, value $17,686,493.

    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 24,950 shares
    Change vs previous 13F +2,176 shares

    0.26% of the 13F portfolio, value $15,491,206.

    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 22,774 shares
    Change vs previous 13F -6,875 shares

    0.24% of the 13F portfolio, value $12,796,805.

    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 29,649 shares
    Change vs previous 13F -12,105 shares

    0.34% of the 13F portfolio, value $17,453,643.

    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 41,754 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $24,084,788.

    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).