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Kingsview Wealth Management, LLC: VOT position timeline

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

Kingsview Wealth Management, LLC held 27,064 VOT 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 27,064 shares
    Change vs previous 13F +2,584 shares

    0.1% of the 13F portfolio, value $8,289,823.

    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 24,480 shares
    Change vs previous 13F +1,602 shares

    0.09% of the 13F portfolio, value $6,299,935.

    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 22,878 shares
    Change vs previous 13F +9,863 shares

    0.09% of the 13F portfolio, value $6,386,279.

    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 13,015 shares
    Change vs previous 13F +3,823 shares

    0.06% of the 13F portfolio, value $3,823,802.

    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 9,192 shares
    Change vs previous 13F -560 shares

    0.04% of the 13F portfolio, value $2,614,130.

    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 9,752 shares
    Change vs previous 13F +1,480 shares

    0.04% of the 13F portfolio, value $2,385,648.

    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 8,272 shares
    Change vs previous 13F +1,122 shares

    0.04% of the 13F portfolio, value $2,098,922.

    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 7,150 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,740,702.

    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).