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Kingsview Wealth Management, LLC: USTB position timeline

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

Kingsview Wealth Management, LLC held 85,198 USTB 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 85,198 shares
    Change vs previous 13F -1,647 shares

    0.05% of the 13F portfolio, value $4,312,730.

    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 86,845 shares
    Change vs previous 13F +83 shares

    0.06% of the 13F portfolio, value $4,392,640.

    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 86,762 shares
    Change vs previous 13F +2,211 shares

    0.06% of the 13F portfolio, value $4,410,989.

    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 84,551 shares
    Change vs previous 13F +8,306 shares

    0.07% of the 13F portfolio, value $4,311,248.

    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 76,245 shares
    Change vs previous 13F +18,507 shares

    0.07% of the 13F portfolio, value $3,874,792.

    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 57,738 shares
    Change vs previous 13F +13,852 shares

    0.06% of the 13F portfolio, value $2,924,404.

    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 43,886 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,203,077.

    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).