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Kingsview Wealth Management, LLC: CCEF position timeline

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

Kingsview Wealth Management, LLC held 11,711 CCEF 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 11,711 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $350,510.

    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 11,111 shares
    Change vs previous 13F +1,590 shares

    <0.01% of the 13F portfolio, value $313,091.

    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 9,521 shares
    Change vs previous 13F +2,250 shares

    <0.01% of the 13F portfolio, value $274,398.

    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 7,271 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $211,513.

    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 7,302 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,859.

    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).