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Kingsview Wealth Management, LLC: SPIB position timeline

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

Kingsview Wealth Management, LLC held 93,847 SPIB 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 93,847 shares
    Change vs previous 13F -4,950 shares

    0.04% of the 13F portfolio, value $3,140,119.

    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 98,797 shares
    Change vs previous 13F +1,667 shares

    0.05% of the 13F portfolio, value $3,313,644.

    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 97,130 shares
    Change vs previous 13F +47,899 shares

    0.05% of the 13F portfolio, value $3,283,971.

    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 49,231 shares
    Change vs previous 13F +7,157 shares

    0.03% of the 13F portfolio, value $1,668,432.

    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 42,074 shares
    Change vs previous 13F +6,540 shares

    0.02% of the 13F portfolio, value $1,412,830.

    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 35,534 shares
    Change vs previous 13F +4,772 shares

    0.02% of the 13F portfolio, value $1,181,142.

    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 30,762 shares
    Change vs previous 13F -14,758 shares

    0.02% of the 13F portfolio, value $1,007,772.

    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 45,520 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,534,468.

    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).