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Kingsview Wealth Management, LLC: XLRE position timeline

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

Kingsview Wealth Management, LLC held 373,394 XLRE 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 373,394 shares
    Change vs previous 13F -2,143 shares

    0.2% of the 13F portfolio, value $16,440,545.

    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 375,537 shares
    Change vs previous 13F -769,675 shares

    0.21% of the 13F portfolio, value $15,333,160.

    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 1,145,212 shares
    Change vs previous 13F +48,134 shares

    0.67% of the 13F portfolio, value $46,209,320.

    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 1,097,078 shares
    Change vs previous 13F +676,750 shares

    0.71% of the 13F portfolio, value $46,219,914.

    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 420,328 shares
    Change vs previous 13F +68,920 shares

    0.29% of the 13F portfolio, value $17,410,000.

    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 351,408 shares
    Change vs previous 13F -98,192 shares

    0.28% of the 13F portfolio, value $14,706,405.

    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 449,600 shares
    Change vs previous 13F -286,829 shares

    0.36% of the 13F portfolio, value $18,285,221.

    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 736,429 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $32,896,269.

    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).