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Kingsview Wealth Management, LLC: KIE position timeline

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

Kingsview Wealth Management, LLC held 330,352 KIE 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 330,352 shares
    Change vs previous 13F +44,226 shares

    0.24% of the 13F portfolio, value $20,148,195.

    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 286,126 shares
    Change vs previous 13F +26,637 shares

    0.22% of the 13F portfolio, value $15,736,955.

    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 259,489 shares
    Change vs previous 13F -17,687 shares

    0.22% of the 13F portfolio, value $15,608,271.

    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 277,176 shares
    Change vs previous 13F +110,150 shares

    0.25% of the 13F portfolio, value $16,442,091.

    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 167,026 shares
    Change vs previous 13F -27,727 shares

    0.17% of the 13F portfolio, value $9,978,128.

    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 194,753 shares
    Change vs previous 13F -4,635 shares

    0.22% of the 13F portfolio, value $11,788,385.

    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 199,388 shares
    Change vs previous 13F +79,012 shares

    0.22% of the 13F portfolio, value $11,269,434.

    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 120,376 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,831,364.

    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).