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Kingsview Wealth Management, LLC: XLP position timeline

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

Kingsview Wealth Management, LLC held 223,771 XLP 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 223,771 shares
    Change vs previous 13F +5,942 shares

    0.23% of the 13F portfolio, value $18,588,638.

    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 217,829 shares
    Change vs previous 13F -203,447 shares

    0.24% of the 13F portfolio, value $17,857,597.

    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 421,276 shares
    Change vs previous 13F +33,367 shares

    0.47% of the 13F portfolio, value $32,724,695.

    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 387,909 shares
    Change vs previous 13F +149,007 shares

    0.46% of the 13F portfolio, value $30,400,461.

    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 238,902 shares
    Change vs previous 13F +34,930 shares

    0.33% of the 13F portfolio, value $19,343,878.

    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 203,972 shares
    Change vs previous 13F -54,622 shares

    0.31% of the 13F portfolio, value $16,658,419.

    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 258,594 shares
    Change vs previous 13F -68,388 shares

    0.4% of the 13F portfolio, value $20,328,102.

    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 326,982 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $27,139,546.

    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).