Kingsview Wealth Management, LLC: URA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on URA, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 69,663 URA shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 69,663 sharesChange vs previous 13F -2,218 shares
0.04% of the 13F portfolio, value $3,044,286.
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 71,881 sharesChange vs previous 13F -133,181 shares
0.05% of the 13F portfolio, value $3,481,188.
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 205,062 sharesChange vs previous 13F +143,033 shares
0.13% of the 13F portfolio, value $8,762,286.
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 62,029 sharesChange vs previous 13F -1,355 shares
0.05% of the 13F portfolio, value $2,956,907.
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 63,384 sharesChange vs previous 13F +7,922 shares
0.04% of the 13F portfolio, value $2,459,920.
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 55,462 sharesChange vs previous 13F +18,564 shares
0.02% of the 13F portfolio, value $1,271,182.
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 36,898 sharesChange vs previous 13F +10,467 shares
0.02% of the 13F portfolio, value $988,134.
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 26,431 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $756,196.
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).