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Kingsview Wealth Management, LLC: SHOP position timeline

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

Kingsview Wealth Management, LLC held 26,821 SHOP 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 26,821 shares
    Change vs previous 13F -2,043 shares

    0.04% of the 13F portfolio, value $3,062,422.

    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 28,864 shares
    Change vs previous 13F -3,413 shares

    0.05% of the 13F portfolio, value $3,423,848.

    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 32,277 shares
    Change vs previous 13F -1,176 shares

    0.07% of the 13F portfolio, value $5,195,629.

    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 33,453 shares
    Change vs previous 13F +1,026 shares

    0.08% of the 13F portfolio, value $4,971,450.

    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 32,427 shares
    Change vs previous 13F +595 shares

    0.06% of the 13F portfolio, value $3,740,454.

    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 31,832 shares
    Change vs previous 13F +5,435 shares

    0.06% of the 13F portfolio, value $3,039,319.

    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 26,397 shares
    Change vs previous 13F +2,829 shares

    0.05% of the 13F portfolio, value $2,806,793.

    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 23,568 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,888,740.

    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).