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Kingsview Wealth Management, LLC: MBB position timeline

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

Kingsview Wealth Management, LLC held 411,950 MBB 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 411,950 shares
    Change vs previous 13F +27,701 shares

    0.47% of the 13F portfolio, value $38,937,552.

    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 384,249 shares
    Change vs previous 13F +161,776 shares

    0.5% of the 13F portfolio, value $36,484,416.

    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 222,473 shares
    Change vs previous 13F +11,758 shares

    0.31% of the 13F portfolio, value $21,183,840.

    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 210,715 shares
    Change vs previous 13F -86,842 shares

    0.31% of the 13F portfolio, value $20,049,518.

    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 297,557 shares
    Change vs previous 13F +10,968 shares

    0.47% of the 13F portfolio, value $27,937,642.

    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 286,589 shares
    Change vs previous 13F +29,036 shares

    0.51% of the 13F portfolio, value $26,876,311.

    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 257,553 shares
    Change vs previous 13F +106,443 shares

    0.46% of the 13F portfolio, value $23,612,504.

    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 151,110 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $14,477,886.

    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).