Skip to content
Disclosery

Kingsview Wealth Management, LLC: SCHP position timeline

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

Kingsview Wealth Management, LLC held 72,790 SCHP 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 72,790 shares
    Change vs previous 13F +3,276 shares

    0.02% of the 13F portfolio, value $1,928,922.

    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 69,514 shares
    Change vs previous 13F +4,537 shares

    0.03% of the 13F portfolio, value $1,849,771.

    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 64,977 shares
    Change vs previous 13F +880 shares

    0.02% of the 13F portfolio, value $1,721,229.

    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 64,097 shares
    Change vs previous 13F +53 shares

    0.03% of the 13F portfolio, value $1,727,405.

    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 64,044 shares
    Change vs previous 13F -292 shares

    0.03% of the 13F portfolio, value $1,708,706.

    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 64,336 shares
    Change vs previous 13F -2,816 shares

    0.03% of the 13F portfolio, value $1,729,998.

    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 67,152 shares
    Change vs previous 13F +33,267 shares

    0.03% of the 13F portfolio, value $1,734,523.

    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 33,885 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,817,232.

    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).