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Kingsview Wealth Management, LLC: CGBL position timeline

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

Kingsview Wealth Management, LLC held 143,350 CGBL 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 143,350 shares
    Change vs previous 13F -27,157 shares

    0.07% of the 13F portfolio, value $5,441,562.

    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 170,507 shares
    Change vs previous 13F -6,495 shares

    0.08% of the 13F portfolio, value $5,867,130.

    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 177,002 shares
    Change vs previous 13F +25,734 shares

    0.09% of the 13F portfolio, value $6,253,470.

    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 151,268 shares
    Change vs previous 13F +123,481 shares

    0.08% of the 13F portfolio, value $5,252,021.

    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 27,787 shares
    Change vs previous 13F -3,880 shares

    0.02% of the 13F portfolio, value $929,185.

    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 31,667 shares
    Change vs previous 13F -16,750 shares

    0.02% of the 13F portfolio, value $981,049.

    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 48,417 shares
    Change vs previous 13F +2,034 shares

    0.03% of the 13F portfolio, value $1,513,992.

    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 46,383 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,440,192.

    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).