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Kingsview Wealth Management, LLC: SRLN position timeline

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

Kingsview Wealth Management, LLC held 62,466 SRLN 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 62,466 shares
    Change vs previous 13F +12,185 shares

    0.03% of the 13F portfolio, value $2,516,774.

    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 50,281 shares
    Change vs previous 13F +5,063 shares

    0.03% of the 13F portfolio, value $2,018,280.

    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 45,218 shares
    Change vs previous 13F +238 shares

    0.03% of the 13F portfolio, value $1,866,133.

    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 44,980 shares
    Change vs previous 13F +19,774 shares

    0.03% of the 13F portfolio, value $1,870,253.

    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 25,206 shares
    Change vs previous 13F -4,150 shares

    0.02% of the 13F portfolio, value $1,048,324.

    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 29,356 shares
    Change vs previous 13F +3,643 shares

    0.02% of the 13F portfolio, value $1,207,410.

    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 25,713 shares
    Change vs previous 13F -1,512 shares

    0.02% of the 13F portfolio, value $1,072,997.

    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 27,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,136,928.

    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).