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
- period ended2026-06-3013F 578,626 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 536,503 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 338,489 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 288,639 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 243,409 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 194,247 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 143,638 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 110,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).