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Kingsview Wealth Management, LLC: VOE position timeline

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

Kingsview Wealth Management, LLC held 18,584 VOE 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 18,584 shares
    Change vs previous 13F +2,854 shares

    0.04% of the 13F portfolio, value $3,672,164.

    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 15,730 shares
    Change vs previous 13F +2,035 shares

    0.04% of the 13F portfolio, value $2,898,747.

    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 13,695 shares
    Change vs previous 13F +781 shares

    0.04% of the 13F portfolio, value $2,429,050.

    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 12,914 shares
    Change vs previous 13F -653 shares

    0.03% of the 13F portfolio, value $2,254,545.

    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 13,567 shares
    Change vs previous 13F +676 shares

    0.04% of the 13F portfolio, value $2,231,249.

    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 12,891 shares
    Change vs previous 13F -1,353 shares

    0.04% of the 13F portfolio, value $2,069,460.

    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 14,244 shares
    Change vs previous 13F +1,128 shares

    0.04% of the 13F portfolio, value $2,304,176.

    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 13,116 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,199,119.

    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).