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Kingsview Wealth Management, LLC: SPHY position timeline

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

Kingsview Wealth Management, LLC held 12,000 SPHY 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 12,000 shares
    Change vs previous 13F -7,129 shares

    <0.01% of the 13F portfolio, value $281,280.

    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 19,129 shares
    Change vs previous 13F -52,360 shares

    0.01% of the 13F portfolio, value $446,093.

    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 71,489 shares
    Change vs previous 13F +46,043 shares

    0.02% of the 13F portfolio, value $1,692,146.

    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 25,446 shares
    Change vs previous 13F -70,945 shares

    0.01% of the 13F portfolio, value $609,171.

    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 96,391 shares
    Change vs previous 13F +26,793 shares

    0.04% of the 13F portfolio, value $2,294,103.

    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 69,598 shares
    Change vs previous 13F +11,907 shares

    0.03% of the 13F portfolio, value $1,629,994.

    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 57,691 shares
    Change vs previous 13F +4,855 shares

    0.03% of the 13F portfolio, value $1,354,017.

    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 52,836 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,270,712.

    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).