Kingsview Wealth Management, LLC: WPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on WPC, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 2,993 WPC shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 2,993 sharesChange vs previous 13F -531 shares
<0.01% of the 13F portfolio, value $214,031.
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 3,524 sharesChange vs previous 13F +64 shares
<0.01% of the 13F portfolio, value $239,515.
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 3,460 sharesChange vs previous 13F -98 shares
<0.01% of the 13F portfolio, value $222,703.
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 3,558 sharesChange vs previous 13F +19 shares
<0.01% of the 13F portfolio, value $240,427.
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 3,539 sharesChange vs previous 13F +44 shares
<0.01% of the 13F portfolio, value $220,773.
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 3,495 sharesChange vs previous 13F -814 shares
<0.01% of the 13F portfolio, value $220,569.
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 4,309 sharesChange vs previous 13F -101 shares
<0.01% of the 13F portfolio, value $234,754.
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 4,410 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $274,743.
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).