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Kingsview Wealth Management, LLC: QQQI position timeline

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

Kingsview Wealth Management, LLC held 145,322 QQQI 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 145,322 shares
    Change vs previous 13F +36,957 shares

    0.1% of the 13F portfolio, value $8,252,827.

    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 108,365 shares
    Change vs previous 13F +16,582 shares

    0.07% of the 13F portfolio, value $5,384,665.

    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 91,783 shares
    Change vs previous 13F +26,290 shares

    0.07% of the 13F portfolio, value $4,943,425.

    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 65,493 shares
    Change vs previous 13F +39,209 shares

    0.05% of the 13F portfolio, value $3,549,715.

    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 26,284 shares
    Change vs previous 13F +16,715 shares

    0.02% of the 13F portfolio, value $1,367,007.

    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 9,569 shares
    Change vs previous 13F +3,684 shares

    0.01% of the 13F portfolio, value $453,858.

    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 5,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $308,197.

    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).