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Kingsview Wealth Management, LLC: XSD position timeline

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

Kingsview Wealth Management, LLC held 33,205 XSD 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 33,205 shares
    Change vs previous 13F -20,351 shares

    0.25% of the 13F portfolio, value $20,710,003.

    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 53,556 shares
    Change vs previous 13F +28,839 shares

    0.24% of the 13F portfolio, value $17,465,705.

    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 24,717 shares
    Change vs previous 13F +19,033 shares

    0.11% of the 13F portfolio, value $7,949,014.

    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 5,684 shares
    Change vs previous 13F -41,934 shares

    0.03% of the 13F portfolio, value $1,813,898.

    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 47,618 shares
    Change vs previous 13F -11,089 shares

    0.21% of the 13F portfolio, value $12,214,417.

    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 58,707 shares
    Change vs previous 13F +5,756 shares

    0.22% of the 13F portfolio, value $11,786,688.

    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 52,951 shares
    Change vs previous 13F +47,273 shares

    0.26% of the 13F portfolio, value $13,155,716.

    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 5,678 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,364,150.

    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).