Kingsview Wealth Management, LLC: SDG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on SDG, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 2,782 SDG shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 2,782 sharesChange vs previous 13F -12 shares
<0.01% of the 13F portfolio, value $248,796.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,794 sharesChange vs previous 13F -168 shares
<0.01% of the 13F portfolio, value $234,563.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,962 sharesChange vs previous 13F -51 shares
<0.01% of the 13F portfolio, value $249,473.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,013 sharesChange vs previous 13F -27 shares
<0.01% of the 13F portfolio, value $250,682.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,040 sharesChange vs previous 13F -941 shares
<0.01% of the 13F portfolio, value $230,614.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,981 sharesChange vs previous 13F -55 shares
0.01% of the 13F portfolio, value $288,185.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,036 sharesChange vs previous 13F -147 shares
0.01% of the 13F portfolio, value $288,816.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,183 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $354,677.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).