Skip to content
Disclosery

Kingsview Wealth Management, LLC: IWY position timeline

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

Kingsview Wealth Management, LLC held 18,307 IWY 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 18,307 shares
    Change vs previous 13F +62 shares

    0.06% of the 13F portfolio, value $5,320,424.

    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 18,245 shares
    Change vs previous 13F +298 shares

    0.06% of the 13F portfolio, value $4,540,178.

    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 17,947 shares
    Change vs previous 13F +911 shares

    0.07% of the 13F portfolio, value $4,970,282.

    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 17,036 shares
    Change vs previous 13F -3,938 shares

    0.07% of the 13F portfolio, value $4,661,972.

    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 20,974 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $5,170,375.

    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 21,032 shares
    Change vs previous 13F -430 shares

    0.08% of the 13F portfolio, value $4,436,443.

    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 21,462 shares
    Change vs previous 13F -367 shares

    0.1% of the 13F portfolio, value $5,049,280.

    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 21,829 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,803,580.

    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).