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Kingsview Wealth Management, LLC: TAP position timeline

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

Kingsview Wealth Management, LLC held 96,355 TAP 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 96,355 shares
    Change vs previous 13F +10,219 shares

    0.05% of the 13F portfolio, value $3,753,976.

    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 86,136 shares
    Change vs previous 13F +77,716 shares

    0.05% of the 13F portfolio, value $3,709,024.

    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 8,420 shares
    Change vs previous 13F -189,495 shares

    0.01% of the 13F portfolio, value $393,033.

    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 197,915 shares
    Change vs previous 13F +15,166 shares

    0.14% of the 13F portfolio, value $8,955,641.

    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 182,749 shares
    Change vs previous 13F -54,073 shares

    0.15% of the 13F portfolio, value $8,788,422.

    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 236,822 shares
    Change vs previous 13F +68,215 shares

    0.27% of the 13F portfolio, value $14,415,349.

    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 168,607 shares
    Change vs previous 13F +17,242 shares

    0.19% of the 13F portfolio, value $9,664,568.

    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 151,365 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,706,491.

    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).