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Kingsview Wealth Management, LLC: SCHW position timeline

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

Kingsview Wealth Management, LLC held 57,815 SCHW 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 57,815 shares
    Change vs previous 13F +51,154 shares

    0.06% of the 13F portfolio, value $5,334,555.

    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 6,661 shares
    Change vs previous 13F -31,584 shares

    0.01% of the 13F portfolio, value $625,971.

    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 38,245 shares
    Change vs previous 13F +32,598 shares

    0.06% of the 13F portfolio, value $3,821,092.

    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 5,647 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $539,132.

    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 5,579 shares
    Change vs previous 13F +544 shares

    0.01% of the 13F portfolio, value $508,989.

    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 5,035 shares
    Change vs previous 13F -7,751 shares

    0.01% of the 13F portfolio, value $394,118.

    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 12,786 shares
    Change vs previous 13F +6,039 shares

    0.02% of the 13F portfolio, value $946,268.

    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 6,747 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $437,295.

    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).