Kingsview Wealth Management, LLC: UUUU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on UUUU, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 38,623 UUUU shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 38,623 sharesChange vs previous 13F +5,193 shares
0.01% of the 13F portfolio, value $560,034.
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 33,430 sharesChange vs previous 13F +33,430 shares
0.01% of the 13F portfolio, value $610,098.
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 0 sharesChange vs previous 13F -15,720 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 15,720 sharesChange vs previous 13F +1,539 shares
<0.01% of the 13F portfolio, value $241,302.
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 14,181 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $81,541.
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 14,181 sharesChange vs previous 13F -2,701 shares
<0.01% of the 13F portfolio, value $52,895.
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 16,882 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $86,605.
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).