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Kingsview Wealth Management, LLC: XLF position timeline

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

Kingsview Wealth Management, LLC held 412,123 XLF 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 412,123 shares
    Change vs previous 13F +10,527 shares

    0.27% of the 13F portfolio, value $22,093,940.

    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 401,596 shares
    Change vs previous 13F +301,360 shares

    0.27% of the 13F portfolio, value $19,826,782.

    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 100,236 shares
    Change vs previous 13F +6,363 shares

    0.08% of the 13F portfolio, value $5,489,927.

    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 93,873 shares
    Change vs previous 13F -352,923 shares

    0.08% of the 13F portfolio, value $5,056,920.

    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 446,796 shares
    Change vs previous 13F +153,472 shares

    0.4% of the 13F portfolio, value $23,398,720.

    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 293,324 shares
    Change vs previous 13F -16,702 shares

    0.28% of the 13F portfolio, value $14,610,452.

    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 310,026 shares
    Change vs previous 13F +189,371 shares

    0.29% of the 13F portfolio, value $14,983,578.

    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 120,655 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,468,073.

    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).