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Kingsview Wealth Management, LLC: SPTM position timeline

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

Kingsview Wealth Management, LLC held 491,233 SPTM 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 491,233 shares
    Change vs previous 13F +28,768 shares

    0.54% of the 13F portfolio, value $44,599,039.

    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 462,465 shares
    Change vs previous 13F +31,550 shares

    0.5% of the 13F portfolio, value $36,562,501.

    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 430,915 shares
    Change vs previous 13F +46,425 shares

    0.51% of the 13F portfolio, value $35,550,524.

    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 384,490 shares
    Change vs previous 13F +12,646 shares

    0.47% of the 13F portfolio, value $31,009,141.

    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 371,844 shares
    Change vs previous 13F +33,068 shares

    0.47% of the 13F portfolio, value $27,847,390.

    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 338,776 shares
    Change vs previous 13F +19,701 shares

    0.43% of the 13F portfolio, value $23,040,172.

    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 319,075 shares
    Change vs previous 13F +311,581 shares

    0.44% of the 13F portfolio, value $22,791,513.

    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 7,494 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $525,030.

    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).