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Kingsview Wealth Management, LLC: SCHH position timeline

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

Kingsview Wealth Management, LLC held 34,142 SCHH 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 34,142 shares
    Change vs previous 13F +1,946 shares

    0.01% of the 13F portfolio, value $808,483.

    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 32,196 shares
    Change vs previous 13F +696 shares

    0.01% of the 13F portfolio, value $691,882.

    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 31,500 shares
    Change vs previous 13F -1,781 shares

    0.01% of the 13F portfolio, value $658,038.

    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 33,281 shares
    Change vs previous 13F -779 shares

    0.01% of the 13F portfolio, value $717,868.

    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 34,060 shares
    Change vs previous 13F +1,331 shares

    0.01% of the 13F portfolio, value $720,711.

    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 32,729 shares
    Change vs previous 13F -159,457 shares

    0.01% of the 13F portfolio, value $703,998.

    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 192,186 shares
    Change vs previous 13F +160,138 shares

    0.08% of the 13F portfolio, value $4,047,440.

    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 32,048 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $742,546.

    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).