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Kingsview Wealth Management, LLC: IWS position timeline

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

Kingsview Wealth Management, LLC held 12,789 IWS 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 12,789 shares
    Change vs previous 13F -201 shares

    0.03% of the 13F portfolio, value $2,105,032.

    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 12,990 shares
    Change vs previous 13F +890 shares

    0.03% of the 13F portfolio, value $1,893,147.

    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 12,100 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $1,706,673.

    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 11,950 shares
    Change vs previous 13F +1,107 shares

    0.03% of the 13F portfolio, value $1,669,012.

    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 10,843 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $1,432,802.

    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 11,058 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $1,392,988.

    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 11,539 shares
    Change vs previous 13F +488 shares

    0.03% of the 13F portfolio, value $1,492,502.

    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 11,051 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,461,496.

    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).