Kingsview Wealth Management, LLC: STK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on STK, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 29,153 STK shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 29,153 sharesChange vs previous 13F -297 shares
0.02% of the 13F portfolio, value $1,570,451.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,450 sharesChange vs previous 13F -321 shares
0.02% of the 13F portfolio, value $1,117,032.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,771 sharesChange vs previous 13F +400 shares
0.02% of the 13F portfolio, value $1,095,282.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,371 sharesChange vs previous 13F +4 shares
0.02% of the 13F portfolio, value $1,037,390.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,367 sharesChange vs previous 13F +1,205 shares
0.02% of the 13F portfolio, value $893,037.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,162 sharesChange vs previous 13F +1,110 shares
0.01% of the 13F portfolio, value $787,960.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,052 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $864,311.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,052 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $905,971.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).