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Kingsview Wealth Management, LLC: SMH position timeline

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

Kingsview Wealth Management, LLC held 41,438 SMH 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 41,438 shares
    Change vs previous 13F +1,776 shares

    0.33% of the 13F portfolio, value $27,178,853.

    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 39,662 shares
    Change vs previous 13F -14,837 shares

    0.21% of the 13F portfolio, value $15,206,460.

    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 54,499 shares
    Change vs previous 13F +19,207 shares

    0.28% of the 13F portfolio, value $19,626,748.

    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 35,292 shares
    Change vs previous 13F -39 shares

    0.18% of the 13F portfolio, value $11,517,972.

    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 35,331 shares
    Change vs previous 13F +279 shares

    0.17% of the 13F portfolio, value $9,853,173.

    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 35,052 shares
    Change vs previous 13F +12,007 shares

    0.14% of the 13F portfolio, value $7,412,495.

    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 23,045 shares
    Change vs previous 13F +305 shares

    0.11% of the 13F portfolio, value $5,580,863.

    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 22,740 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,581,511.

    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).