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Kingsview Wealth Management, LLC: URI position timeline

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

Kingsview Wealth Management, LLC held 499 URI 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 499 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $564,989.

    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 489 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $356,591.

    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 551 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $446,060.

    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 619 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $590,932.

    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 595 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $448,371.

    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 622 shares
    Change vs previous 13F -2,317 shares

    0.01% of the 13F portfolio, value $389,660.

    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 2,939 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $2,070,616.

    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 2,914 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,359,650.

    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).