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Kingsview Wealth Management, LLC: SPDW position timeline

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

Kingsview Wealth Management, LLC held 285,947 SPDW 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 285,947 shares
    Change vs previous 13F +45,994 shares

    0.17% of the 13F portfolio, value $14,408,872.

    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 239,953 shares
    Change vs previous 13F +86,916 shares

    0.15% of the 13F portfolio, value $10,953,832.

    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 153,037 shares
    Change vs previous 13F -50,010 shares

    0.1% of the 13F portfolio, value $6,796,395.

    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 203,047 shares
    Change vs previous 13F -1,416 shares

    0.13% of the 13F portfolio, value $8,688,381.

    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 204,463 shares
    Change vs previous 13F +10,461 shares

    0.14% of the 13F portfolio, value $8,278,720.

    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 194,002 shares
    Change vs previous 13F +16,663 shares

    0.13% of the 13F portfolio, value $7,063,603.

    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 177,339 shares
    Change vs previous 13F -1,244 shares

    0.12% of the 13F portfolio, value $6,052,571.

    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 178,583 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,707,584.

    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).