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Kingsview Wealth Management, LLC: SCHG position timeline

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

Kingsview Wealth Management, LLC held 432,416 SCHG 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 432,416 shares
    Change vs previous 13F -14,519 shares

    0.18% of the 13F portfolio, value $14,632,973.

    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 446,935 shares
    Change vs previous 13F -22,492 shares

    0.18% of the 13F portfolio, value $13,019,215.

    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 469,427 shares
    Change vs previous 13F -34,451 shares

    0.22% of the 13F portfolio, value $15,312,697.

    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 503,878 shares
    Change vs previous 13F +7,674 shares

    0.25% of the 13F portfolio, value $16,078,755.

    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 496,204 shares
    Change vs previous 13F +33,435 shares

    0.25% of the 13F portfolio, value $14,494,115.

    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 462,769 shares
    Change vs previous 13F +41,128 shares

    0.22% of the 13F portfolio, value $11,587,748.

    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 421,641 shares
    Change vs previous 13F +330,686 shares

    0.23% of the 13F portfolio, value $11,751,122.

    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 90,955 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $9,475,707.

    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).