Kingsview Wealth Management, LLC: ROK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on ROK, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 1,442 ROK shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 1,442 sharesChange vs previous 13F -507 shares
0.01% of the 13F portfolio, value $713,689.
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 1,949 sharesChange vs previous 13F -88 shares
0.01% of the 13F portfolio, value $699,625.
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 2,037 sharesChange vs previous 13F -12 shares
0.01% of the 13F portfolio, value $792,659.
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 2,049 sharesChange vs previous 13F +140 shares
0.01% of the 13F portfolio, value $716,276.
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 1,909 sharesChange vs previous 13F -140 shares
0.01% of the 13F portfolio, value $634,189.
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 2,049 sharesChange vs previous 13F -78 shares
0.01% of the 13F portfolio, value $529,453.
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 2,127 sharesChange vs previous 13F +23 shares
0.01% of the 13F portfolio, value $607,875.
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 2,104 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $564,840.
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).