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Kingsview Wealth Management, LLC: SPHQ position timeline

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

Kingsview Wealth Management, LLC held 179,573 SPHQ 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 179,573 shares
    Change vs previous 13F +16,453 shares

    0.2% of the 13F portfolio, value $16,179,519.

    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 163,120 shares
    Change vs previous 13F +8,447 shares

    0.17% of the 13F portfolio, value $12,265,016.

    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 154,673 shares
    Change vs previous 13F -967 shares

    0.17% of the 13F portfolio, value $11,608,194.

    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 155,640 shares
    Change vs previous 13F +45,398 shares

    0.17% of the 13F portfolio, value $11,406,831.

    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 110,242 shares
    Change vs previous 13F +20,387 shares

    0.13% of the 13F portfolio, value $7,855,860.

    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 89,855 shares
    Change vs previous 13F +36,696 shares

    0.11% of the 13F portfolio, value $5,960,983.

    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 53,159 shares
    Change vs previous 13F +12,288 shares

    0.07% of the 13F portfolio, value $3,563,224.

    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 40,871 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,749,364.

    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).