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Kingsview Wealth Management, LLC: XLY position timeline

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

Kingsview Wealth Management, LLC held 148,820 XLY 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 148,820 shares
    Change vs previous 13F +2,782 shares

    0.21% of the 13F portfolio, value $17,453,662.

    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 146,038 shares
    Change vs previous 13F +135,474 shares

    0.22% of the 13F portfolio, value $15,915,176.

    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 10,564 shares
    Change vs previous 13F +5,134 shares

    0.02% of the 13F portfolio, value $1,261,497.

    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 5,430 shares
    Change vs previous 13F -81,116 shares

    0.02% of the 13F portfolio, value $1,301,150.

    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 86,546 shares
    Change vs previous 13F +11,574 shares

    0.32% of the 13F portfolio, value $18,809,042.

    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 74,972 shares
    Change vs previous 13F +599 shares

    0.28% of the 13F portfolio, value $14,804,031.

    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 74,373 shares
    Change vs previous 13F +64,872 shares

    0.33% of the 13F portfolio, value $16,685,623.

    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 9,501 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,903,632.

    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).