Skip to content
Disclosery

Kingsview Wealth Management, LLC: WELL position timeline

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

Kingsview Wealth Management, LLC held 8,824 WELL 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 8,824 shares
    Change vs previous 13F +1,526 shares

    0.02% of the 13F portfolio, value $2,002,865.

    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 7,298 shares
    Change vs previous 13F +164 shares

    0.02% of the 13F portfolio, value $1,442,810.

    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 7,134 shares
    Change vs previous 13F -798 shares

    0.02% of the 13F portfolio, value $1,324,119.

    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 7,932 shares
    Change vs previous 13F +629 shares

    0.02% of the 13F portfolio, value $1,412,929.

    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 7,303 shares
    Change vs previous 13F +1,681 shares

    0.02% of the 13F portfolio, value $1,122,643.

    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 5,622 shares
    Change vs previous 13F -98 shares

    0.02% of the 13F portfolio, value $861,281.

    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 5,720 shares
    Change vs previous 13F +754 shares

    0.01% of the 13F portfolio, value $720,900.

    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 4,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $635,847.

    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).