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Kingsview Wealth Management, LLC: MVFG position timeline

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

Kingsview Wealth Management, LLC held 4,745,055 MVFG 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 4,745,055 shares
    Change vs previous 13F +396,554 shares

    2% of the 13F portfolio, value $164,653,419.

    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 4,348,501 shares
    Change vs previous 13F +406,048 shares

    1.91% of the 13F portfolio, value $140,021,741.

    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 3,942,453 shares
    Change vs previous 13F +132,778 shares

    1.76% of the 13F portfolio, value $122,413,153.

    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 3,809,675 shares
    Change vs previous 13F +338,557 shares

    1.82% of the 13F portfolio, value $119,254,257.

    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 3,471,118 shares
    Change vs previous 13F +222,449 shares

    1.65% of the 13F portfolio, value $97,287,116.

    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 3,248,669 shares
    Change vs previous 13F +1,072,520 shares

    1.54% of the 13F portfolio, value $81,802,143.

    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 2,176,149 shares
    Change vs previous 13F +181,120 shares

    1.11% of the 13F portfolio, value $56,993,351.

    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 1,995,029 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $54,923,144.

    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).