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Kingsview Wealth Management, LLC: XMHQ position timeline

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

Kingsview Wealth Management, LLC held 35,671 XMHQ 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 35,671 shares
    Change vs previous 13F +4,983 shares

    0.05% of the 13F portfolio, value $4,026,582.

    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 30,688 shares
    Change vs previous 13F -448 shares

    0.04% of the 13F portfolio, value $3,172,200.

    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 31,136 shares
    Change vs previous 13F -665 shares

    0.05% of the 13F portfolio, value $3,188,935.

    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 31,801 shares
    Change vs previous 13F +17,111 shares

    0.05% of the 13F portfolio, value $3,337,797.

    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 14,690 shares
    Change vs previous 13F +557 shares

    0.02% of the 13F portfolio, value $1,443,130.

    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 14,133 shares
    Change vs previous 13F +2,718 shares

    0.02% of the 13F portfolio, value $1,293,624.

    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 11,415 shares
    Change vs previous 13F +772 shares

    0.02% of the 13F portfolio, value $1,124,083.

    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 10,643 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,091,767.

    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).