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Kingsview Wealth Management, LLC: KBWP position timeline

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

Kingsview Wealth Management, LLC held 156,199 KBWP 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 156,199 shares
    Change vs previous 13F +24,241 shares

    0.24% of the 13F portfolio, value $19,800,606.

    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 131,958 shares
    Change vs previous 13F +9,142 shares

    0.21% of the 13F portfolio, value $15,700,578.

    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 122,816 shares
    Change vs previous 13F -10,770 shares

    0.23% of the 13F portfolio, value $15,634,010.

    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 133,586 shares
    Change vs previous 13F +54,713 shares

    0.25% of the 13F portfolio, value $16,521,570.

    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 78,873 shares
    Change vs previous 13F -17,830 shares

    0.16% of the 13F portfolio, value $9,687,935.

    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 96,703 shares
    Change vs previous 13F -371 shares

    0.23% of the 13F portfolio, value $12,048,245.

    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 97,074 shares
    Change vs previous 13F +38,537 shares

    0.22% of the 13F portfolio, value $11,266,437.

    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 58,537 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,763,905.

    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).