Kingsview Wealth Management, LLC: WMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on WMB, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 108,059 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 108,059 sharesChange vs previous 13F -259 shares
0.1% of the 13F portfolio, value $8,033,069.
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 108,318 sharesChange vs previous 13F -2,581 shares
0.11% of the 13F portfolio, value $7,883,351.
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 110,899 sharesChange vs previous 13F -1,338 shares
0.1% of the 13F portfolio, value $6,666,147.
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 112,237 sharesChange vs previous 13F +10,597 shares
0.11% of the 13F portfolio, value $7,110,201.
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 101,640 sharesChange vs previous 13F -2,360 shares
0.11% of the 13F portfolio, value $6,384,028.
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 104,000 sharesChange vs previous 13F +3,141 shares
0.12% of the 13F portfolio, value $6,215,048.
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 100,859 sharesChange vs previous 13F -273 shares
0.11% of the 13F portfolio, value $5,458,473.
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 101,132 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $4,616,696.
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).