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Kingsview Wealth Management, LLC: SOXX position timeline

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

Kingsview Wealth Management, LLC held 17,070 SOXX 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 17,070 shares
    Change vs previous 13F +384 shares

    0.13% of the 13F portfolio, value $10,937,990.

    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 16,686 shares
    Change vs previous 13F -18,510 shares

    0.07% of the 13F portfolio, value $5,484,058.

    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 35,196 shares
    Change vs previous 13F +24,305 shares

    0.15% of the 13F portfolio, value $10,599,239.

    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 10,891 shares
    Change vs previous 13F -4,387 shares

    0.05% of the 13F portfolio, value $2,952,875.

    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 15,278 shares
    Change vs previous 13F +4,388 shares

    0.06% of the 13F portfolio, value $3,646,854.

    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 10,890 shares
    Change vs previous 13F -12,598 shares

    0.04% of the 13F portfolio, value $2,049,130.

    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 23,488 shares
    Change vs previous 13F -718 shares

    0.1% of the 13F portfolio, value $5,061,466.

    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 24,206 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,581,665.

    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).