Kingsview Wealth Management, LLC: NET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on NET, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 3,926 NET shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 3,926 sharesChange vs previous 13F -108 shares
0.01% of the 13F portfolio, value $962,969.
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 4,034 sharesChange vs previous 13F -96 shares
0.01% of the 13F portfolio, value $832,376.
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 4,130 sharesChange vs previous 13F +1,033 shares
0.01% of the 13F portfolio, value $814,230.
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 3,097 sharesChange vs previous 13F -816 shares
0.01% of the 13F portfolio, value $664,585.
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 3,913 sharesChange vs previous 13F +2,081 shares
0.01% of the 13F portfolio, value $766,283.
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 1,832 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $206,480.
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).