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Kingsview Wealth Management, LLC: SPLV position timeline

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

Kingsview Wealth Management, LLC held 13,895 SPLV 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 13,895 shares
    Change vs previous 13F -1,739 shares

    0.01% of the 13F portfolio, value $1,040,719.

    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 15,634 shares
    Change vs previous 13F +3,018 shares

    0.02% of the 13F portfolio, value $1,143,464.

    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 12,616 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $901,001.

    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 12,610 shares
    Change vs previous 13F +3,740 shares

    0.01% of the 13F portfolio, value $926,600.

    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 8,870 shares
    Change vs previous 13F -2,253 shares

    0.01% of the 13F portfolio, value $645,924.

    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 11,123 shares
    Change vs previous 13F +423 shares

    0.02% of the 13F portfolio, value $831,121.

    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 10,700 shares
    Change vs previous 13F -5,403 shares

    0.01% of the 13F portfolio, value $749,021.

    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 16,103 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,155,058.

    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).