Skip to content
Disclosery

Kingsview Wealth Management, LLC: XLI position timeline

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

Kingsview Wealth Management, LLC held 104,635 XLI 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 104,635 shares
    Change vs previous 13F +126 shares

    0.24% of the 13F portfolio, value $19,381,593.

    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 104,509 shares
    Change vs previous 13F +86,317 shares

    0.23% of the 13F portfolio, value $16,902,168.

    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 18,192 shares
    Change vs previous 13F +2,657 shares

    0.04% of the 13F portfolio, value $2,821,945.

    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 15,535 shares
    Change vs previous 13F -88,965 shares

    0.04% of the 13F portfolio, value $2,396,002.

    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 104,500 shares
    Change vs previous 13F +18,179 shares

    0.26% of the 13F portfolio, value $15,415,895.

    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 86,321 shares
    Change vs previous 13F +1,369 shares

    0.21% of the 13F portfolio, value $11,314,150.

    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 84,952 shares
    Change vs previous 13F +68,024 shares

    0.22% of the 13F portfolio, value $11,193,244.

    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 16,928 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,292,783.

    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).