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Kingsview Wealth Management, LLC: PM position timeline

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

Kingsview Wealth Management, LLC held 26,563 PM 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 26,563 shares
    Change vs previous 13F +332 shares

    0.06% of the 13F portfolio, value $4,805,577.

    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 26,231 shares
    Change vs previous 13F -43,698 shares

    0.06% of the 13F portfolio, value $4,336,997.

    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 69,929 shares
    Change vs previous 13F +6,050 shares

    0.16% of the 13F portfolio, value $11,216,681.

    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 63,879 shares
    Change vs previous 13F +40,790 shares

    0.16% of the 13F portfolio, value $10,361,224.

    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 23,089 shares
    Change vs previous 13F +2,922 shares

    0.07% of the 13F portfolio, value $4,205,188.

    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 20,167 shares
    Change vs previous 13F -16,898 shares

    0.06% of the 13F portfolio, value $3,201,039.

    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 37,065 shares
    Change vs previous 13F +18,257 shares

    0.09% of the 13F portfolio, value $4,460,765.

    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 18,808 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,283,268.

    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).