Kingsview Wealth Management, LLC: CDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on CDX, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 127,672 CDX shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 127,672 sharesChange vs previous 13F +2,974 shares
0.03% of the 13F portfolio, value $2,696,439.
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 124,698 sharesChange vs previous 13F +17,656 shares
0.04% of the 13F portfolio, value $2,661,065.
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 107,042 sharesChange vs previous 13F +46,291 shares
0.03% of the 13F portfolio, value $2,383,817.
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 60,751 sharesChange vs previous 13F +36,971 shares
0.02% of the 13F portfolio, value $1,391,811.
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 23,780 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $554,559.
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).