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Kingsview Wealth Management, LLC: SPMO position timeline

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

Kingsview Wealth Management, LLC held 53,599 SPMO 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 53,599 shares
    Change vs previous 13F +10,063 shares

    0.1% of the 13F portfolio, value $8,658,399.

    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 43,536 shares
    Change vs previous 13F -10,653 shares

    0.07% of the 13F portfolio, value $4,880,785.

    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 54,189 shares
    Change vs previous 13F +17,412 shares

    0.09% of the 13F portfolio, value $6,465,815.

    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 36,777 shares
    Change vs previous 13F +13,911 shares

    0.07% of the 13F portfolio, value $4,452,196.

    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 22,866 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,571,733.

    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).