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
- period ended2026-06-3013F 262,425 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 251,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 230,733 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 292,145 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 213,848 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 215,087 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 212,613 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 210,505 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).