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Kingsview Wealth Management, LLC: IWR position timeline

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

Kingsview Wealth Management, LLC held 55,749 IWR 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 55,749 shares
    Change vs previous 13F +9,375 shares

    0.07% of the 13F portfolio, value $6,150,282.

    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 46,374 shares
    Change vs previous 13F +2,398 shares

    0.06% of the 13F portfolio, value $4,508,948.

    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 43,976 shares
    Change vs previous 13F +6,664 shares

    0.06% of the 13F portfolio, value $4,233,609.

    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 37,312 shares
    Change vs previous 13F +8,943 shares

    0.06% of the 13F portfolio, value $3,602,497.

    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 28,369 shares
    Change vs previous 13F -802 shares

    0.04% of the 13F portfolio, value $2,609,058.

    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 29,171 shares
    Change vs previous 13F -3,732 shares

    0.05% of the 13F portfolio, value $2,481,539.

    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 32,903 shares
    Change vs previous 13F +6,136 shares

    0.06% of the 13F portfolio, value $2,908,662.

    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 26,767 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,359,271.

    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).