Kingsview Wealth Management, LLC: RS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on RS, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 3,096 RS shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 3,096 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $1,156,666.
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 3,096 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $940,936.
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 3,096 sharesChange vs previous 13F -107 shares
0.01% of the 13F portfolio, value $894,342.
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 3,203 sharesChange vs previous 13F -24 shares
0.01% of the 13F portfolio, value $899,498.
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 3,227 sharesChange vs previous 13F +3 shares
0.02% of the 13F portfolio, value $1,012,955.
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 3,224 sharesChange vs previous 13F -30 shares
0.02% of the 13F portfolio, value $930,930.
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 3,254 sharesChange vs previous 13F -23 shares
0.02% of the 13F portfolio, value $876,172.
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 3,277 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $947,741.
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).