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Kingsview Wealth Management, LLC: SYF position timeline

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

Kingsview Wealth Management, LLC held 9,539 SYF 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 9,539 shares
    Change vs previous 13F -93,340 shares

    0.01% of the 13F portfolio, value $725,428.

    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 102,879 shares
    Change vs previous 13F -52,340 shares

    0.1% of the 13F portfolio, value $6,997,816.

    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 155,219 shares
    Change vs previous 13F +11,075 shares

    0.19% of the 13F portfolio, value $12,949,950.

    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 144,144 shares
    Change vs previous 13F -2,716 shares

    0.16% of the 13F portfolio, value $10,241,425.

    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 146,860 shares
    Change vs previous 13F +140,600 shares

    0.17% of the 13F portfolio, value $9,801,444.

    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 6,260 shares
    Change vs previous 13F +1,531 shares

    0.01% of the 13F portfolio, value $331,417.

    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 4,729 shares
    Change vs previous 13F -6,295 shares

    0.01% of the 13F portfolio, value $307,390.

    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 11,024 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $549,875.

    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).