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Kingsview Wealth Management, LLC: PFEB position timeline

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

Kingsview Wealth Management, LLC held 18,759 PFEB 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 18,759 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $807,763.

    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 18,820 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $754,682.

    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 18,823 shares
    Change vs previous 13F -3,213 shares

    0.01% of the 13F portfolio, value $766,452.

    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 22,036 shares
    Change vs previous 13F -16,982 shares

    0.01% of the 13F portfolio, value $874,609.

    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 39,018 shares
    Change vs previous 13F -52 shares

    0.03% of the 13F portfolio, value $1,483,074.

    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 39,070 shares
    Change vs previous 13F +22,679 shares

    0.03% of the 13F portfolio, value $1,399,487.

    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 16,391 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $603,189.

    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 18,336 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $660,829.

    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).