Kingsview Wealth Management, LLC: IYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on IYY, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 3,029 IYY shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 3,029 sharesChange vs previous 13F +1,013 shares
0.01% of the 13F portfolio, value $552,184.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,016 sharesChange vs previous 13F -38 shares
<0.01% of the 13F portfolio, value $319,435.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,054 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $340,574.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,054 sharesChange vs previous 13F -45 shares
0.01% of the 13F portfolio, value $333,730.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,099 sharesChange vs previous 13F -26 shares
0.01% of the 13F portfolio, value $316,685.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,125 sharesChange vs previous 13F -20 shares
0.01% of the 13F portfolio, value $289,213.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,145 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $306,928.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,145 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $299,421.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).