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Kingsview Wealth Management, LLC: SDVY position timeline

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

Kingsview Wealth Management, LLC held 122,499 SDVY 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 122,499 shares
    Change vs previous 13F +12,836 shares

    0.06% of the 13F portfolio, value $5,284,608.

    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 109,663 shares
    Change vs previous 13F +18,667 shares

    0.06% of the 13F portfolio, value $4,324,025.

    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 90,996 shares
    Change vs previous 13F +4,920 shares

    0.05% of the 13F portfolio, value $3,486,977.

    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 86,076 shares
    Change vs previous 13F -22,914 shares

    0.05% of the 13F portfolio, value $3,272,561.

    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 108,990 shares
    Change vs previous 13F -1,626 shares

    0.07% of the 13F portfolio, value $3,845,170.

    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 110,616 shares
    Change vs previous 13F +33,459 shares

    0.07% of the 13F portfolio, value $3,705,628.

    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 77,157 shares
    Change vs previous 13F +6,777 shares

    0.05% of the 13F portfolio, value $2,766,089.

    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 70,380 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,560,423.

    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).