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Kingsview Wealth Management, LLC: SFLR position timeline

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

Kingsview Wealth Management, LLC held 2,404,900 SFLR 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 2,404,900 shares
    Change vs previous 13F +237,342 shares

    1.13% of the 13F portfolio, value $92,781,024.

    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 2,167,558 shares
    Change vs previous 13F +280,861 shares

    1.05% of the 13F portfolio, value $76,753,214.

    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 1,886,697 shares
    Change vs previous 13F +126,292 shares

    1% of the 13F portfolio, value $69,543,643.

    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 1,760,405 shares
    Change vs previous 13F +75,942 shares

    0.97% of the 13F portfolio, value $63,427,397.

    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 1,684,463 shares
    Change vs previous 13F +122,735 shares

    0.96% of the 13F portfolio, value $56,547,416.

    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 1,561,728 shares
    Change vs previous 13F +1,210,207 shares

    0.92% of the 13F portfolio, value $49,022,642.

    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 351,521 shares
    Change vs previous 13F +179,599 shares

    0.22% of the 13F portfolio, value $11,477,161.

    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 171,922 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,468,839.

    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).