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Kingsview Wealth Management, LLC: O position timeline

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

Kingsview Wealth Management, LLC held 94,972 O 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 94,972 shares
    Change vs previous 13F -3,344 shares

    0.07% of the 13F portfolio, value $5,884,459.

    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 98,316 shares
    Change vs previous 13F -8,254 shares

    0.08% of the 13F portfolio, value $6,014,982.

    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 106,570 shares
    Change vs previous 13F -1,906 shares

    0.09% of the 13F portfolio, value $6,007,355.

    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 108,476 shares
    Change vs previous 13F +4,243 shares

    0.1% of the 13F portfolio, value $6,594,239.

    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 104,233 shares
    Change vs previous 13F +9,290 shares

    0.1% of the 13F portfolio, value $6,004,886.

    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 94,943 shares
    Change vs previous 13F -2,863 shares

    0.1% of the 13F portfolio, value $5,507,625.

    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 97,806 shares
    Change vs previous 13F +14,232 shares

    0.1% of the 13F portfolio, value $5,223,823.

    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 83,574 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,300,270.

    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).