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Kingsview Wealth Management, LLC: PEP position timeline

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

Kingsview Wealth Management, LLC held 58,557 PEP 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 58,557 shares
    Change vs previous 13F +950 shares

    0.1% of the 13F portfolio, value $7,928,625.

    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 57,607 shares
    Change vs previous 13F +2,834 shares

    0.12% of the 13F portfolio, value $8,945,827.

    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 54,773 shares
    Change vs previous 13F +5,811 shares

    0.11% of the 13F portfolio, value $7,861,009.

    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 48,962 shares
    Change vs previous 13F -4,939 shares

    0.11% of the 13F portfolio, value $6,876,177.

    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 53,901 shares
    Change vs previous 13F -28,284 shares

    0.12% of the 13F portfolio, value $7,117,023.

    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 82,185 shares
    Change vs previous 13F -2,422 shares

    0.23% of the 13F portfolio, value $12,322,818.

    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 84,607 shares
    Change vs previous 13F -381 shares

    0.25% of the 13F portfolio, value $12,865,397.

    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 84,988 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $14,452,140.

    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).