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Kingsview Wealth Management, LLC: XLE position timeline

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

Kingsview Wealth Management, LLC held 141,338 XLE 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 141,338 shares
    Change vs previous 13F -6,784 shares

    0.09% of the 13F portfolio, value $7,506,449.

    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 148,122 shares
    Change vs previous 13F +17,993 shares

    0.12% of the 13F portfolio, value $9,073,965.

    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 130,129 shares
    Change vs previous 13F +67,281 shares

    0.08% of the 13F portfolio, value $5,818,086.

    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 62,848 shares
    Change vs previous 13F +2,919 shares

    0.09% of the 13F portfolio, value $5,614,835.

    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 59,929 shares
    Change vs previous 13F +5,786 shares

    0.09% of the 13F portfolio, value $5,082,613.

    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 54,143 shares
    Change vs previous 13F +11,007 shares

    0.1% of the 13F portfolio, value $5,059,662.

    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 43,136 shares
    Change vs previous 13F +5,325 shares

    0.07% of the 13F portfolio, value $3,695,011.

    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 37,811 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,319,818.

    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).