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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

  1. period ended2026-06-30
    13F 127,672 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 124,698 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 107,042 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,751 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,780 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).