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Kingsview Wealth Management, LLC: XLU position timeline

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

Kingsview Wealth Management, LLC held 66,703 XLU 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 66,703 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $3,024,334.

    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 66,498 shares
    Change vs previous 13F -1,065,207 shares

    0.04% of the 13F portfolio, value $3,051,593.

    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 1,131,705 shares
    Change vs previous 13F +563,603 shares

    0.7% of the 13F portfolio, value $48,312,479.

    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 568,102 shares
    Change vs previous 13F +539,591 shares

    0.76% of the 13F portfolio, value $49,544,182.

    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 28,511 shares
    Change vs previous 13F +1,676 shares

    0.04% of the 13F portfolio, value $2,328,206.

    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 26,835 shares
    Change vs previous 13F -2,713 shares

    0.04% of the 13F portfolio, value $2,115,948.

    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 29,548 shares
    Change vs previous 13F -403,072 shares

    0.04% of the 13F portfolio, value $2,236,472.

    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 432,620 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $34,947,021.

    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).