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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

  1. period ended2026-06-30
    13F 169,836 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,684 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 178,236 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 172,181 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 151,473 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 127,287 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 140,976 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 128,806 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).