Skip to content
Disclosery

Kingsview Wealth Management, LLC: IVW position timeline

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

Kingsview Wealth Management, LLC held 44,762 IVW 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 44,762 shares
    Change vs previous 13F +2,618 shares

    0.07% of the 13F portfolio, value $6,156,149.

    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 42,144 shares
    Change vs previous 13F +3,135 shares

    0.07% of the 13F portfolio, value $4,766,921.

    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 39,009 shares
    Change vs previous 13F +4,899 shares

    0.07% of the 13F portfolio, value $4,808,283.

    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 34,110 shares
    Change vs previous 13F +4,311 shares

    0.06% of the 13F portfolio, value $4,117,780.

    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 29,799 shares
    Change vs previous 13F +2,193 shares

    0.06% of the 13F portfolio, value $3,280,832.

    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 27,606 shares
    Change vs previous 13F -416 shares

    0.05% of the 13F portfolio, value $2,562,675.

    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 28,022 shares
    Change vs previous 13F +1,380 shares

    0.06% of the 13F portfolio, value $2,845,028.

    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 26,642 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,550,926.

    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).