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
- period ended2026-06-3013F 11,711 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,111 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,521 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,271 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,302 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).