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Kingsview Wealth Management, LLC: SCHF position timeline

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

Kingsview Wealth Management, LLC held 82,395 SCHF 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 82,395 shares
    Change vs previous 13F -3,208 shares

    0.03% of the 13F portfolio, value $2,282,347.

    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 85,603 shares
    Change vs previous 13F +452 shares

    0.03% of the 13F portfolio, value $2,118,672.

    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 85,151 shares
    Change vs previous 13F -241,689 shares

    0.03% of the 13F portfolio, value $2,047,032.

    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 326,840 shares
    Change vs previous 13F +237,382 shares

    0.12% of the 13F portfolio, value $7,608,846.

    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 89,458 shares
    Change vs previous 13F +5,474 shares

    0.03% of the 13F portfolio, value $1,977,028.

    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 83,984 shares
    Change vs previous 13F -1,100 shares

    0.03% of the 13F portfolio, value $1,661,202.

    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 85,084 shares
    Change vs previous 13F +57,294 shares

    0.03% of the 13F portfolio, value $1,574,052.

    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 27,790 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,142,707.

    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).