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Kingsview Wealth Management, LLC: PHYS position timeline

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

Kingsview Wealth Management, LLC held 578,626 PHYS 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 578,626 shares
    Change vs previous 13F +42,123 shares

    0.21% of the 13F portfolio, value $17,457,146.

    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 536,503 shares
    Change vs previous 13F +198,014 shares

    0.26% of the 13F portfolio, value $19,013,666.

    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 338,489 shares
    Change vs previous 13F +49,850 shares

    0.16% of the 13F portfolio, value $11,176,907.

    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 288,639 shares
    Change vs previous 13F +45,230 shares

    0.13% of the 13F portfolio, value $8,549,487.

    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 243,409 shares
    Change vs previous 13F +49,162 shares

    0.1% of the 13F portfolio, value $6,170,418.

    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 194,247 shares
    Change vs previous 13F +50,609 shares

    0.09% of the 13F portfolio, value $4,673,583.

    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 143,638 shares
    Change vs previous 13F +33,638 shares

    0.06% of the 13F portfolio, value $2,892,869.

    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 110,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,241,800.

    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).