Skip to content
Disclosery

Kingsview Wealth Management, LLC: OEF position timeline

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

Kingsview Wealth Management, LLC held 7,724 OEF 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 7,724 shares
    Change vs previous 13F +389 shares

    0.03% of the 13F portfolio, value $2,826,124.

    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 7,335 shares
    Change vs previous 13F -6,160 shares

    0.03% of the 13F portfolio, value $2,333,128.

    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 13,495 shares
    Change vs previous 13F +1,303 shares

    0.07% of the 13F portfolio, value $4,628,225.

    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 12,192 shares
    Change vs previous 13F +6,076 shares

    0.06% of the 13F portfolio, value $4,057,874.

    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 6,116 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $1,861,514.

    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 5,843 shares
    Change vs previous 13F -343 shares

    0.03% of the 13F portfolio, value $1,582,523.

    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 6,186 shares
    Change vs previous 13F +671 shares

    0.03% of the 13F portfolio, value $1,786,858.

    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 5,515 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,526,272.

    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).