Kingsview Wealth Management, LLC: PBA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on PBA, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 5,550 PBA shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 5,550 sharesChange vs previous 13F +145 shares
<0.01% of the 13F portfolio, value $256,685.
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 5,405 sharesChange vs previous 13F +52 shares
<0.01% of the 13F portfolio, value $241,926.
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 5,353 sharesChange vs previous 13F -1,735 shares
<0.01% of the 13F portfolio, value $203,748.
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 7,088 sharesChange vs previous 13F +52 shares
<0.01% of the 13F portfolio, value $286,777.
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 7,036 sharesChange vs previous 13F +45 shares
<0.01% of the 13F portfolio, value $263,912.
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 6,991 sharesChange vs previous 13F +47 shares
0.01% of the 13F portfolio, value $279,864.
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).
- period ended2024-12-3113F 6,944 sharesChange vs previous 13F -3 shares
<0.01% of the 13F portfolio, value $256,581.
13F-HR 0001791965-25-000001 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 ended2024-09-3013F 6,947 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $286,499.
13F-HR 0001791965-24-000008 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).