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Kingsview Wealth Management, LLC: TLT position timeline

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

Kingsview Wealth Management, LLC held 159,409 TLT 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 159,409 shares
    Change vs previous 13F +15,465 shares

    0.17% of the 13F portfolio, value $13,776,137.

    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 143,944 shares
    Change vs previous 13F -95,159 shares

    0.17% of the 13F portfolio, value $12,478,539.

    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 239,103 shares
    Change vs previous 13F +6,497 shares

    0.3% of the 13F portfolio, value $20,840,222.

    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 232,606 shares
    Change vs previous 13F +119,605 shares

    0.32% of the 13F portfolio, value $20,788,039.

    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 113,001 shares
    Change vs previous 13F +5,839 shares

    0.17% of the 13F portfolio, value $9,972,335.

    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 107,162 shares
    Change vs previous 13F +7,375 shares

    0.18% of the 13F portfolio, value $9,754,931.

    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 99,787 shares
    Change vs previous 13F -47,207 shares

    0.17% of the 13F portfolio, value $8,714,402.

    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 146,994 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $14,420,116.

    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).