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Kingsview Wealth Management, LLC: OC position timeline

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

Kingsview Wealth Management, LLC held 1,938 OC 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 1,938 shares
    Change vs previous 13F -1,176 shares

    <0.01% of the 13F portfolio, value $308,002.

    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 3,114 shares
    Change vs previous 13F -1,984 shares

    <0.01% of the 13F portfolio, value $336,963.

    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 5,098 shares
    Change vs previous 13F -64,622 shares

    0.01% of the 13F portfolio, value $570,517.

    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 69,720 shares
    Change vs previous 13F +137 shares

    0.15% of the 13F portfolio, value $9,862,596.

    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 69,583 shares
    Change vs previous 13F +65,293 shares

    0.16% of the 13F portfolio, value $9,569,016.

    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 4,290 shares
    Change vs previous 13F -1,751 shares

    0.01% of the 13F portfolio, value $612,628.

    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 6,041 shares
    Change vs previous 13F -46,479 shares

    0.02% of the 13F portfolio, value $1,028,902.

    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 52,520 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,270,806.

    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).