Kingsview Wealth Management, LLC: VRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on VRT, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 8,570 VRT shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 8,570 sharesChange vs previous 13F +669 shares
0.03% of the 13F portfolio, value $2,869,468.
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 7,901 sharesChange vs previous 13F +689 shares
0.03% of the 13F portfolio, value $1,979,778.
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 7,212 sharesChange vs previous 13F -1,267 shares
0.02% of the 13F portfolio, value $1,168,470.
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).
- period ended2025-09-3013F 8,479 sharesChange vs previous 13F +1,982 shares
0.02% of the 13F portfolio, value $1,279,097.
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 6,497 sharesChange vs previous 13F -208 shares
0.01% of the 13F portfolio, value $834,312.
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 6,705 sharesChange vs previous 13F +832 shares
0.01% of the 13F portfolio, value $484,086.
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 5,873 sharesChange vs previous 13F +2,219 shares
0.01% of the 13F portfolio, value $667,242.
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).
- period ended2024-09-3013F 3,654 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $363,536.
13F-HR 0001791965-24-000008 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).