Kingsview Wealth Management, LLC: KRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on KRE, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 8,544 KRE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 8,544 sharesChange vs previous 13F +1,410 shares
0.01% of the 13F portfolio, value $639,492.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,134 sharesChange vs previous 13F +1,078 shares
0.01% of the 13F portfolio, value $464,760.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,056 sharesChange vs previous 13F +1,323 shares
0.01% of the 13F portfolio, value $392,461.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,733 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $299,599.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,733 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $281,093.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,733 sharesChange vs previous 13F -500 shares
0.01% of the 13F portfolio, value $269,071.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,233 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $315,812.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,233 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $296,188.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).