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Kingsview Wealth Management, LLC: MDY position timeline

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

Kingsview Wealth Management, LLC held 3,283 MDY 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 3,283 shares
    Change vs previous 13F -796 shares

    0.03% of the 13F portfolio, value $2,308,803.

    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 4,079 shares
    Change vs previous 13F +1,607 shares

    0.03% of the 13F portfolio, value $2,515,583.

    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 2,472 shares
    Change vs previous 13F +336 shares

    0.02% of the 13F portfolio, value $1,491,455.

    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 2,136 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $1,273,133.

    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 2,148 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $1,216,599.

    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 2,321 shares
    Change vs previous 13F -172 shares

    0.02% of the 13F portfolio, value $1,238,223.

    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 2,493 shares
    Change vs previous 13F -1,624 shares

    0.03% of the 13F portfolio, value $1,420,122.

    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 4,117 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,345,389.

    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).