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Kingsview Wealth Management, LLC: JPIE position timeline

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

Kingsview Wealth Management, LLC held 93,820 JPIE 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 93,820 shares
    Change vs previous 13F +17,447 shares

    0.05% of the 13F portfolio, value $4,320,409.

    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 76,373 shares
    Change vs previous 13F -41,240 shares

    0.05% of the 13F portfolio, value $3,518,515.

    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 117,613 shares
    Change vs previous 13F +16,992 shares

    0.08% of the 13F portfolio, value $5,444,326.

    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 100,621 shares
    Change vs previous 13F -201,932 shares

    0.07% of the 13F portfolio, value $4,669,800.

    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 302,553 shares
    Change vs previous 13F +56,760 shares

    0.24% of the 13F portfolio, value $14,014,269.

    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 245,793 shares
    Change vs previous 13F +208,841 shares

    0.21% of the 13F portfolio, value $11,323,674.

    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 36,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,685,750.

    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).