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Kingsview Wealth Management, LLC: XLB position timeline

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

Kingsview Wealth Management, LLC held 35,792 XLB 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 35,792 shares
    Change vs previous 13F -577 shares

    0.02% of the 13F portfolio, value $1,819,297.

    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 36,369 shares
    Change vs previous 13F -666,957 shares

    0.02% of the 13F portfolio, value $1,817,341.

    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 703,326 shares
    Change vs previous 13F +375,607 shares

    0.46% of the 13F portfolio, value $31,895,845.

    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 327,719 shares
    Change vs previous 13F +314,808 shares

    0.45% of the 13F portfolio, value $29,370,164.

    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 12,911 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $1,133,707.

    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 13,153 shares
    Change vs previous 13F -775 shares

    0.02% of the 13F portfolio, value $1,130,864.

    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 13,928 shares
    Change vs previous 13F -265,479 shares

    0.02% of the 13F portfolio, value $1,171,938.

    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 279,407 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $26,929,235.

    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).