Skip to content
Disclosery

Kingsview Wealth Management, LLC: XT position timeline

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

Kingsview Wealth Management, LLC held 23,314 XT 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 23,314 shares
    Change vs previous 13F +37 shares

    0.02% of the 13F portfolio, value $1,926,458.

    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 23,277 shares
    Change vs previous 13F +1,245 shares

    0.02% of the 13F portfolio, value $1,586,308.

    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 22,032 shares
    Change vs previous 13F -243 shares

    0.02% of the 13F portfolio, value $1,536,508.

    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 22,275 shares
    Change vs previous 13F +537 shares

    0.02% of the 13F portfolio, value $1,602,504.

    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 21,738 shares
    Change vs previous 13F -531 shares

    0.02% of the 13F portfolio, value $1,418,429.

    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 22,269 shares
    Change vs previous 13F +1,024 shares

    0.02% of the 13F portfolio, value $1,281,804.

    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 21,245 shares
    Change vs previous 13F +1,929 shares

    0.02% of the 13F portfolio, value $1,267,477.

    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 19,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,175,958.

    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).