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Kingsview Wealth Management, LLC: SSNC position timeline

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

Kingsview Wealth Management, LLC held 80,448 SSNC 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 80,448 shares
    Change vs previous 13F -14,617 shares

    0.06% of the 13F portfolio, value $4,991,815.

    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 95,065 shares
    Change vs previous 13F -15,818 shares

    0.09% of the 13F portfolio, value $6,423,519.

    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 110,883 shares
    Change vs previous 13F -13,673 shares

    0.14% of the 13F portfolio, value $9,693,357.

    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 124,556 shares
    Change vs previous 13F -36,593 shares

    0.17% of the 13F portfolio, value $11,055,604.

    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 161,149 shares
    Change vs previous 13F +40,268 shares

    0.23% of the 13F portfolio, value $13,343,159.

    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 120,881 shares
    Change vs previous 13F -49,366 shares

    0.19% of the 13F portfolio, value $10,097,206.

    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 170,247 shares
    Change vs previous 13F +41,640 shares

    0.25% of the 13F portfolio, value $12,901,289.

    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 128,607 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $9,543,935.

    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).