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Kingsview Wealth Management, LLC: SCHX position timeline

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

Kingsview Wealth Management, LLC held 69,869 SCHX 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 69,869 shares
    Change vs previous 13F +6,146 shares

    0.02% of the 13F portfolio, value $2,056,232.

    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 63,723 shares
    Change vs previous 13F +6,581 shares

    0.02% of the 13F portfolio, value $1,633,846.

    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 57,142 shares
    Change vs previous 13F +2,425 shares

    0.02% of the 13F portfolio, value $1,537,678.

    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 54,717 shares
    Change vs previous 13F +2,314 shares

    0.02% of the 13F portfolio, value $1,441,254.

    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 52,403 shares
    Change vs previous 13F +5,429 shares

    0.02% of the 13F portfolio, value $1,280,728.

    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 46,974 shares
    Change vs previous 13F -9,427 shares

    0.02% of the 13F portfolio, value $1,037,184.

    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 56,401 shares
    Change vs previous 13F +33,992 shares

    0.03% of the 13F portfolio, value $1,307,383.

    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 22,409 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,520,435.

    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).