Skip to content
Disclosery

Kingsview Wealth Management, LLC: NEAR position timeline

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

Kingsview Wealth Management, LLC held 156,446 NEAR 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 156,446 shares
    Change vs previous 13F -28,307 shares

    0.1% of the 13F portfolio, value $7,925,535.

    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 184,753 shares
    Change vs previous 13F -34,009 shares

    0.13% of the 13F portfolio, value $9,391,939.

    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 218,762 shares
    Change vs previous 13F +71,769 shares

    0.16% of the 13F portfolio, value $11,178,737.

    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 146,993 shares
    Change vs previous 13F +85,844 shares

    0.12% of the 13F portfolio, value $7,537,776.

    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 61,149 shares
    Change vs previous 13F +26,587 shares

    0.05% of the 13F portfolio, value $3,124,733.

    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 34,562 shares
    Change vs previous 13F +7,983 shares

    0.03% of the 13F portfolio, value $1,758,150.

    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 26,579 shares
    Change vs previous 13F -487 shares

    0.03% of the 13F portfolio, value $1,342,240.

    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 27,066 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,386,842.

    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).