Skip to content
Disclosery

Kingsview Wealth Management, LLC: SHY position timeline

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

Kingsview Wealth Management, LLC held 288,562 SHY 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 288,562 shares
    Change vs previous 13F +17,440 shares

    0.29% of the 13F portfolio, value $23,693,796.

    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 271,122 shares
    Change vs previous 13F +163,094 shares

    0.31% of the 13F portfolio, value $22,386,551.

    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 108,028 shares
    Change vs previous 13F +7,151 shares

    0.13% of the 13F portfolio, value $8,946,860.

    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 100,877 shares
    Change vs previous 13F -99,989 shares

    0.13% of the 13F portfolio, value $8,368,725.

    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 200,866 shares
    Change vs previous 13F +4,946 shares

    0.28% of the 13F portfolio, value $16,643,764.

    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 195,920 shares
    Change vs previous 13F +14,324 shares

    0.31% of the 13F portfolio, value $16,208,425.

    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 181,596 shares
    Change vs previous 13F +111,595 shares

    0.29% of the 13F portfolio, value $14,887,225.

    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 70,001 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,820,595.

    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).