Skip to content

Kingsview Wealth Management, LLC: C position timeline

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

Kingsview Wealth Management, LLC held 19,297 C 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 19,297 shares
    Change vs previous 13F +1,229 shares

    0.03% of the 13F portfolio, value $2,700,870.

    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 18,068 shares
    Change vs previous 13F -821 shares

    0.03% of the 13F portfolio, value $2,049,113.

    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 18,889 shares
    Change vs previous 13F +1,357 shares

    0.03% of the 13F portfolio, value $2,204,117.

    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 17,532 shares
    Change vs previous 13F -10,269 shares

    0.03% of the 13F portfolio, value $1,779,510.

    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 27,801 shares
    Change vs previous 13F +541 shares

    0.04% of the 13F portfolio, value $2,366,415.

    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 27,260 shares
    Change vs previous 13F +10,314 shares

    0.04% of the 13F portfolio, value $1,935,160.

    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 16,946 shares
    Change vs previous 13F +760 shares

    0.02% of the 13F portfolio, value $1,192,805.

    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 16,186 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,013,213.

    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).