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Kingsview Wealth Management, LLC: WMT position timeline

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

Kingsview Wealth Management, LLC held 167,885 WMT 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 167,885 shares
    Change vs previous 13F -387,947 shares

    0.23% of the 13F portfolio, value $19,014,704.

    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 555,832 shares
    Change vs previous 13F +6,824 shares

    0.94% of the 13F portfolio, value $69,078,812.

    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 549,008 shares
    Change vs previous 13F +434,031 shares

    0.88% of the 13F portfolio, value $61,164,982.

    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 114,977 shares
    Change vs previous 13F -386,260 shares

    0.18% of the 13F portfolio, value $11,849,493.

    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 501,237 shares
    Change vs previous 13F +403,199 shares

    0.83% of the 13F portfolio, value $49,010,955.

    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 98,038 shares
    Change vs previous 13F -2,122 shares

    0.16% of the 13F portfolio, value $8,606,771.

    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 100,160 shares
    Change vs previous 13F +3,255 shares

    0.18% of the 13F portfolio, value $9,049,449.

    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 96,905 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,825,088.

    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).