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Kingsview Wealth Management, LLC: XLV position timeline

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

Kingsview Wealth Management, LLC held 229,299 XLV 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 229,299 shares
    Change vs previous 13F +7,700 shares

    0.44% of the 13F portfolio, value $36,380,635.

    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 221,599 shares
    Change vs previous 13F -4,683 shares

    0.44% of the 13F portfolio, value $32,488,630.

    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 226,282 shares
    Change vs previous 13F -7,236 shares

    0.5% of the 13F portfolio, value $35,028,433.

    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 233,518 shares
    Change vs previous 13F -44,665 shares

    0.5% of the 13F portfolio, value $32,498,690.

    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 278,183 shares
    Change vs previous 13F +94,588 shares

    0.63% of the 13F portfolio, value $37,496,238.

    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 183,595 shares
    Change vs previous 13F -10,485 shares

    0.51% of the 13F portfolio, value $26,806,650.

    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 194,080 shares
    Change vs previous 13F +12,034 shares

    0.52% of the 13F portfolio, value $26,699,648.

    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 182,046 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $28,038,726.

    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).