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Kingsview Wealth Management, LLC: LQD position timeline

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

Kingsview Wealth Management, LLC held 327,250 LQD 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 327,250 shares
    Change vs previous 13F +20,308 shares

    0.43% of the 13F portfolio, value $35,693,204.

    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 306,942 shares
    Change vs previous 13F +136,557 shares

    0.46% of the 13F portfolio, value $33,453,596.

    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 170,385 shares
    Change vs previous 13F +8,670 shares

    0.27% of the 13F portfolio, value $18,774,676.

    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 161,715 shares
    Change vs previous 13F -74,856 shares

    0.28% of the 13F portfolio, value $18,026,392.

    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 236,571 shares
    Change vs previous 13F +7,195 shares

    0.44% of the 13F portfolio, value $25,930,572.

    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 229,376 shares
    Change vs previous 13F +18,185 shares

    0.47% of the 13F portfolio, value $24,930,924.

    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 211,191 shares
    Change vs previous 13F +97,227 shares

    0.44% of the 13F portfolio, value $22,563,607.

    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 113,964 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,875,704.

    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).