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Kingsview Wealth Management, LLC: YEAR position timeline

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

Kingsview Wealth Management, LLC held 178,264 YEAR 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 178,264 shares
    Change vs previous 13F +10,644 shares

    0.11% of the 13F portfolio, value $8,973,788.

    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 167,620 shares
    Change vs previous 13F -17,402 shares

    0.12% of the 13F portfolio, value $8,460,622.

    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 185,022 shares
    Change vs previous 13F -302 shares

    0.13% of the 13F portfolio, value $9,339,924.

    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 185,324 shares
    Change vs previous 13F +6,704 shares

    0.14% of the 13F portfolio, value $9,391,288.

    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 178,620 shares
    Change vs previous 13F +17,174 shares

    0.15% of the 13F portfolio, value $9,048,901.

    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 161,446 shares
    Change vs previous 13F +8,552 shares

    0.15% of the 13F portfolio, value $8,170,801.

    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 152,894 shares
    Change vs previous 13F +12,973 shares

    0.15% of the 13F portfolio, value $7,698,222.

    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 139,921 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $7,114,283.

    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).