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Kingsview Wealth Management, LLC: VYM position timeline

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

Kingsview Wealth Management, LLC held 120,747 VYM 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 120,747 shares
    Change vs previous 13F +12,391 shares

    0.23% of the 13F portfolio, value $19,081,680.

    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 108,356 shares
    Change vs previous 13F +8,356 shares

    0.22% of the 13F portfolio, value $16,047,585.

    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 100,000 shares
    Change vs previous 13F +7,402 shares

    0.21% of the 13F portfolio, value $14,351,937.

    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 92,598 shares
    Change vs previous 13F +6,312 shares

    0.2% of the 13F portfolio, value $13,051,729.

    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 86,286 shares
    Change vs previous 13F +18,456 shares

    0.19% of the 13F portfolio, value $11,502,825.

    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 67,830 shares
    Change vs previous 13F +6,748 shares

    0.16% of the 13F portfolio, value $8,747,338.

    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 61,082 shares
    Change vs previous 13F +9,907 shares

    0.15% of the 13F portfolio, value $7,793,418.

    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 51,175 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,560,612.

    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).