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Kingsview Wealth Management, LLC: WTW position timeline

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

Kingsview Wealth Management, LLC held 20,239 WTW 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 20,239 shares
    Change vs previous 13F -16,437 shares

    0.06% of the 13F portfolio, value $5,289,835.

    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 36,676 shares
    Change vs previous 13F +9,914 shares

    0.15% of the 13F portfolio, value $10,661,702.

    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 26,762 shares
    Change vs previous 13F -3,235 shares

    0.13% of the 13F portfolio, value $8,793,870.

    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 29,997 shares
    Change vs previous 13F +474 shares

    0.16% of the 13F portfolio, value $10,362,548.

    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 29,523 shares
    Change vs previous 13F +386 shares

    0.15% of the 13F portfolio, value $9,048,792.

    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 29,137 shares
    Change vs previous 13F -4,023 shares

    0.19% of the 13F portfolio, value $9,846,897.

    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 33,160 shares
    Change vs previous 13F +2,198 shares

    0.2% of the 13F portfolio, value $10,387,181.

    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 30,962 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,119,157.

    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).