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Kingsview Wealth Management, LLC: LMBS position timeline

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

Kingsview Wealth Management, LLC held 52,886 LMBS 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 52,886 shares
    Change vs previous 13F +20,824 shares

    0.03% of the 13F portfolio, value $2,632,688.

    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 32,062 shares
    Change vs previous 13F -616 shares

    0.02% of the 13F portfolio, value $1,597,003.

    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 32,678 shares
    Change vs previous 13F -149,035 shares

    0.02% of the 13F portfolio, value $1,633,592.

    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 181,713 shares
    Change vs previous 13F -6,868 shares

    0.14% of the 13F portfolio, value $9,047,511.

    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 188,581 shares
    Change vs previous 13F -9,626 shares

    0.16% of the 13F portfolio, value $9,289,492.

    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 198,207 shares
    Change vs previous 13F -30,409 shares

    0.18% of the 13F portfolio, value $9,743,879.

    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 228,616 shares
    Change vs previous 13F -26,614 shares

    0.22% of the 13F portfolio, value $11,126,726.

    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 255,230 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,610,920.

    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).