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Kingsview Wealth Management, LLC: JHMM position timeline

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

Kingsview Wealth Management, LLC held 136,734 JHMM 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 136,734 shares
    Change vs previous 13F +40,764 shares

    0.12% of the 13F portfolio, value $10,249,566.

    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 95,970 shares
    Change vs previous 13F +50,846 shares

    0.09% of the 13F portfolio, value $6,441,539.

    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 45,124 shares
    Change vs previous 13F +6,366 shares

    0.04% of the 13F portfolio, value $2,954,726.

    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 38,758 shares
    Change vs previous 13F -6,417 shares

    0.04% of the 13F portfolio, value $2,507,257.

    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 45,175 shares
    Change vs previous 13F +11,836 shares

    0.05% of the 13F portfolio, value $2,761,551.

    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 33,339 shares
    Change vs previous 13F +14,388 shares

    0.04% of the 13F portfolio, value $1,910,324.

    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 18,951 shares
    Change vs previous 13F +902 shares

    0.02% of the 13F portfolio, value $1,131,966.

    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 18,049 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,086,527.

    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).