Skip to content
Disclosery

Kingsview Wealth Management, LLC: REFR position timeline

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

Kingsview Wealth Management, LLC held 17,150 REFR 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 17,150 shares
    Change vs previous 13F -27,800 shares

    <0.01% of the 13F portfolio, value $8,918.

    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 44,950 shares
    Change vs previous 13F -58,110 shares

    <0.01% of the 13F portfolio, value $41,354.

    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 103,060 shares
    Change vs previous 13F -40,175 shares

    <0.01% of the 13F portfolio, value $135,009.

    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 143,235 shares
    Change vs previous 13F -15,165 shares

    <0.01% of the 13F portfolio, value $227,744.

    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 158,400 shares
    Change vs previous 13F -19,561 shares

    <0.01% of the 13F portfolio, value $259,776.

    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 177,961 shares
    Change vs previous 13F -3,855 shares

    <0.01% of the 13F portfolio, value $201,096.

    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 181,816 shares
    Change vs previous 13F -11,634 shares

    0.01% of the 13F portfolio, value $310,905.

    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 193,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,656.

    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).