Kingsview Wealth Management, LLC: SYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on SYY, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 9,915 SYY shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 9,915 sharesChange vs previous 13F -743 shares
0.01% of the 13F portfolio, value $828,679.
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 10,658 sharesChange vs previous 13F -482 shares
0.01% of the 13F portfolio, value $760,260.
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 11,140 sharesChange vs previous 13F +2,360 shares
0.01% of the 13F portfolio, value $820,882.
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 8,780 sharesChange vs previous 13F +773 shares
0.01% of the 13F portfolio, value $722,948.
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 8,007 sharesChange vs previous 13F -1,087 shares
0.01% of the 13F portfolio, value $606,439.
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 9,094 sharesChange vs previous 13F -1,429 shares
0.01% of the 13F portfolio, value $682,395.
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 10,523 sharesChange vs previous 13F -25,303 shares
0.02% of the 13F portfolio, value $804,593.
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 35,826 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,796,580.
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).