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Kingsview Wealth Management, LLC: STWD position timeline

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

Kingsview Wealth Management, LLC held 47,381 STWD 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 47,381 shares
    Change vs previous 13F +6,145 shares

    0.01% of the 13F portfolio, value $776,103.

    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 41,236 shares
    Change vs previous 13F +10,043 shares

    0.01% of the 13F portfolio, value $710,083.

    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 31,193 shares
    Change vs previous 13F +7,134 shares

    0.01% of the 13F portfolio, value $561,792.

    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 24,059 shares
    Change vs previous 13F +2,821 shares

    0.01% of the 13F portfolio, value $466,014.

    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 21,238 shares
    Change vs previous 13F +5,487 shares

    0.01% of the 13F portfolio, value $426,238.

    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 15,751 shares
    Change vs previous 13F +1,612 shares

    0.01% of the 13F portfolio, value $311,403.

    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 14,139 shares
    Change vs previous 13F -335 shares

    0.01% of the 13F portfolio, value $267,931.

    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 14,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,990.

    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).