Kingsview Wealth Management, LLC: WDAY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on WDAY, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 3,245 WDAY shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 3,245 sharesChange vs previous 13F -465 shares
<0.01% of the 13F portfolio, value $397,253.
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 3,710 sharesChange vs previous 13F -325 shares
0.01% of the 13F portfolio, value $482,003.
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 4,035 sharesChange vs previous 13F -201 shares
0.01% of the 13F portfolio, value $866,637.
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 4,236 sharesChange vs previous 13F -308 shares
0.02% of the 13F portfolio, value $1,019,732.
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 4,544 sharesChange vs previous 13F +50 shares
0.02% of the 13F portfolio, value $1,090,560.
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 4,494 sharesChange vs previous 13F -375 shares
0.02% of the 13F portfolio, value $1,049,484.
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 4,869 sharesChange vs previous 13F -216 shares
0.02% of the 13F portfolio, value $1,256,348.
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 5,085 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,242,825.
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).