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Kingsview Wealth Management, LLC: MUB position timeline

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

Kingsview Wealth Management, LLC held 66,258 MUB 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 66,258 shares
    Change vs previous 13F +3,045 shares

    0.09% of the 13F portfolio, value $7,130,658.

    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 63,213 shares
    Change vs previous 13F -1,970 shares

    0.09% of the 13F portfolio, value $6,710,083.

    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 65,183 shares
    Change vs previous 13F +17,612 shares

    0.1% of the 13F portfolio, value $6,981,737.

    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 47,571 shares
    Change vs previous 13F +5,945 shares

    0.08% of the 13F portfolio, value $5,065,794.

    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 41,626 shares
    Change vs previous 13F -36,673 shares

    0.07% of the 13F portfolio, value $4,349,039.

    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 78,299 shares
    Change vs previous 13F +5,774 shares

    0.16% of the 13F portfolio, value $8,255,880.

    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 72,525 shares
    Change vs previous 13F +21,338 shares

    0.15% of the 13F portfolio, value $7,727,584.

    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 51,187 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,560,420.

    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).