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Kingsview Wealth Management, LLC: SGOV position timeline

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

Kingsview Wealth Management, LLC held 200,752 SGOV 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 200,752 shares
    Change vs previous 13F +8,606 shares

    0.25% of the 13F portfolio, value $20,209,746.

    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 192,146 shares
    Change vs previous 13F +48,096 shares

    0.26% of the 13F portfolio, value $19,341,444.

    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 144,050 shares
    Change vs previous 13F -16,196 shares

    0.21% of the 13F portfolio, value $14,459,707.

    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 160,246 shares
    Change vs previous 13F -13,594 shares

    0.25% of the 13F portfolio, value $16,136,773.

    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 173,840 shares
    Change vs previous 13F -1,109,921 shares

    0.3% of the 13F portfolio, value $17,503,936.

    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 1,283,761 shares
    Change vs previous 13F +1,091,557 shares

    2.43% of the 13F portfolio, value $129,236,213.

    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 192,204 shares
    Change vs previous 13F -9,708 shares

    0.38% of the 13F portfolio, value $19,281,943.

    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 201,912 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $20,336,544.

    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).