Kingsview Wealth Management, LLC: JAAA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on JAAA, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 169,836 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 169,836 sharesChange vs previous 13F +18,152 shares
0.1% of the 13F portfolio, value $8,575,014.
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 151,684 sharesChange vs previous 13F -26,552 shares
0.1% of the 13F portfolio, value $7,640,343.
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 178,236 sharesChange vs previous 13F +6,055 shares
0.13% of the 13F portfolio, value $9,015,173.
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 172,181 sharesChange vs previous 13F +20,708 shares
0.13% of the 13F portfolio, value $8,743,327.
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 151,473 sharesChange vs previous 13F +24,186 shares
0.13% of the 13F portfolio, value $7,687,257.
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 127,287 sharesChange vs previous 13F -13,689 shares
0.12% of the 13F portfolio, value $6,454,745.
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 140,976 sharesChange vs previous 13F +12,170 shares
0.14% of the 13F portfolio, value $7,148,886.
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 128,806 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $6,553,632.
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).