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Kingsview Wealth Management, LLC: XSHQ position timeline

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

Kingsview Wealth Management, LLC held 6,503 XSHQ 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 6,503 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $314,447.

    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 6,503 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $274,166.

    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 6,203 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $261,113.

    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 6,203 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $266,915.

    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 6,203 shares
    Change vs previous 13F +580 shares

    <0.01% of the 13F portfolio, value $252,648.

    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 5,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,221.

    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).