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Kingsview Wealth Management, LLC: SPYI position timeline

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

Kingsview Wealth Management, LLC held 106,382 SPYI 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 106,382 shares
    Change vs previous 13F +11,255 shares

    0.07% of the 13F portfolio, value $5,647,824.

    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 95,127 shares
    Change vs previous 13F +2,565 shares

    0.06% of the 13F portfolio, value $4,696,430.

    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 92,562 shares
    Change vs previous 13F +35,123 shares

    0.07% of the 13F portfolio, value $4,862,292.

    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 57,439 shares
    Change vs previous 13F +35,381 shares

    0.05% of the 13F portfolio, value $3,004,042.

    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 22,058 shares
    Change vs previous 13F +11,250 shares

    0.02% of the 13F portfolio, value $1,109,953.

    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 10,808 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $517,575.

    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).