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Kingsview Wealth Management, LLC: XLC position timeline

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

Kingsview Wealth Management, LLC held 446,497 XLC 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 446,497 shares
    Change vs previous 13F +37,545 shares

    0.58% of the 13F portfolio, value $47,833,177.

    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 408,952 shares
    Change vs previous 13F +388,153 shares

    0.62% of the 13F portfolio, value $45,336,461.

    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 20,799 shares
    Change vs previous 13F -2,465 shares

    0.04% of the 13F portfolio, value $2,448,514.

    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 23,264 shares
    Change vs previous 13F -387,997 shares

    0.04% of the 13F portfolio, value $2,753,733.

    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 411,261 shares
    Change vs previous 13F +31,335 shares

    0.76% of the 13F portfolio, value $44,634,137.

    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 379,926 shares
    Change vs previous 13F -16,716 shares

    0.69% of the 13F portfolio, value $36,643,856.

    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 396,642 shares
    Change vs previous 13F +363,119 shares

    0.75% of the 13F portfolio, value $38,398,884.

    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 33,523 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,030,490.

    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).