Kingsview Wealth Management, LLC: UDEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on UDEC, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 13,806 UDEC shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 13,806 sharesChange vs previous 13F +19 shares
0.01% of the 13F portfolio, value $575,435.
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 13,787 sharesChange vs previous 13F +62 shares
0.01% of the 13F portfolio, value $535,487.
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 13,725 sharesChange vs previous 13F -20,188 shares
0.01% of the 13F portfolio, value $544,059.
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 33,913 sharesChange vs previous 13F -1,906 shares
0.02% of the 13F portfolio, value $1,301,242.
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 35,819 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,305,244.
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).