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Kingsview Wealth Management, LLC: SLYV position timeline

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

Kingsview Wealth Management, LLC held 62,404 SLYV 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 62,404 shares
    Change vs previous 13F -6,526 shares

    0.08% of the 13F portfolio, value $6,808,895.

    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 68,930 shares
    Change vs previous 13F -3,205 shares

    0.09% of the 13F portfolio, value $6,519,396.

    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 72,135 shares
    Change vs previous 13F +16,270 shares

    0.09% of the 13F portfolio, value $6,562,131.

    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 55,865 shares
    Change vs previous 13F +134 shares

    0.08% of the 13F portfolio, value $4,952,458.

    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 55,731 shares
    Change vs previous 13F +3,393 shares

    0.08% of the 13F portfolio, value $4,445,112.

    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 52,338 shares
    Change vs previous 13F +1,454 shares

    0.08% of the 13F portfolio, value $4,103,330.

    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 50,884 shares
    Change vs previous 13F +847 shares

    0.09% of the 13F portfolio, value $4,439,609.

    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 50,037 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,344,183.

    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).