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Kingsview Wealth Management, LLC: PTY position timeline

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

Kingsview Wealth Management, LLC held 14,029 PTY 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 14,029 shares
    Change vs previous 13F -9,037 shares

    <0.01% of the 13F portfolio, value $168,772.

    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 23,066 shares
    Change vs previous 13F -6,288 shares

    <0.01% of the 13F portfolio, value $278,175.

    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 29,354 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $378,668.

    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 29,091 shares
    Change vs previous 13F +8,965 shares

    0.01% of the 13F portfolio, value $420,071.

    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 20,126 shares
    Change vs previous 13F +9,160 shares

    <0.01% of the 13F portfolio, value $279,960.

    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 10,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,574.

    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).