Skip to content

Kingsview Wealth Management, LLC: MSFT position timeline

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

Kingsview Wealth Management, LLC held 262,425 MSFT 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 262,425 shares
    Change vs previous 13F +11,168 shares

    1.19% of the 13F portfolio, value $97,889,776.

    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 251,257 shares
    Change vs previous 13F +20,524 shares

    1.27% of the 13F portfolio, value $93,007,843.

    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 230,733 shares
    Change vs previous 13F -61,412 shares

    1.61% of the 13F portfolio, value $111,587,251.

    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 292,145 shares
    Change vs previous 13F +78,297 shares

    2.31% of the 13F portfolio, value $151,316,514.

    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 213,848 shares
    Change vs previous 13F -1,239 shares

    1.8% of the 13F portfolio, value $106,370,168.

    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 215,087 shares
    Change vs previous 13F +2,474 shares

    1.52% of the 13F portfolio, value $80,741,405.

    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 212,613 shares
    Change vs previous 13F +2,108 shares

    1.75% of the 13F portfolio, value $89,616,563.

    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 210,505 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $90,580,229.

    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).