Kingsview Wealth Management, LLC: WHR position timeline

Kingsview Wealth Management, LLC held 0 WHR shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,886 shares

   13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 2,886 shares

   Change vs previous 13F +95 shares

   <0.01% of the 13F portfolio, value $226,811.

   13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 2,791 shares

   Change vs previous 13F -248 shares

   <0.01% of the 13F portfolio, value $283,013.

   13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 3,039 shares

   Change vs previous 13F +704 shares

   0.01% of the 13F portfolio, value $273,931.

   13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 2,335 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $267,312.

   13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).