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Disclosery

Kingsview Wealth Management, LLC: IWF position timeline

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

Kingsview Wealth Management, LLC held 85,213 IWF 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 85,213 shares
    Change vs previous 13F +66,178 shares

    0.13% of the 13F portfolio, value $10,580,925.

    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 19,035 shares
    Change vs previous 13F -1,519 shares

    0.11% of the 13F portfolio, value $8,116,357.

    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 20,554 shares
    Change vs previous 13F +745 shares

    0.14% of the 13F portfolio, value $9,728,035.

    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 19,809 shares
    Change vs previous 13F -182 shares

    0.14% of the 13F portfolio, value $9,278,919.

    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 19,991 shares
    Change vs previous 13F -415 shares

    0.14% of the 13F portfolio, value $8,487,806.

    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 20,406 shares
    Change vs previous 13F +278 shares

    0.14% of the 13F portfolio, value $7,368,325.

    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 20,128 shares
    Change vs previous 13F +538 shares

    0.16% of the 13F portfolio, value $8,082,812.

    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 19,590 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,353,817.

    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).