Skip to content
Disclosery

Kingsview Wealth Management, LLC: IWO position timeline

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

Kingsview Wealth Management, LLC held 3,429 IWO 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 3,429 shares
    Change vs previous 13F -22,979 shares

    0.02% of the 13F portfolio, value $1,350,694.

    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 26,408 shares
    Change vs previous 13F +23,193 shares

    0.11% of the 13F portfolio, value $8,286,993.

    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 3,215 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $1,038,633.

    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 3,762 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $1,204,012.

    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 3,646 shares
    Change vs previous 13F -111 shares

    0.02% of the 13F portfolio, value $1,042,368.

    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 3,757 shares
    Change vs previous 13F -109 shares

    0.02% of the 13F portfolio, value $960,042.

    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 3,866 shares
    Change vs previous 13F -575 shares

    0.02% of the 13F portfolio, value $1,112,771.

    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 4,441 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,261,263.

    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).