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Kingsview Wealth Management, LLC: CGCB position timeline

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

Kingsview Wealth Management, LLC held 311,252 CGCB 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 311,252 shares
    Change vs previous 13F -54,419 shares

    0.1% of the 13F portfolio, value $8,148,586.

    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 365,671 shares
    Change vs previous 13F +70,760 shares

    0.13% of the 13F portfolio, value $9,602,515.

    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 294,911 shares
    Change vs previous 13F +27,332 shares

    0.11% of the 13F portfolio, value $7,821,045.

    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 267,579 shares
    Change vs previous 13F +31,967 shares

    0.11% of the 13F portfolio, value $7,112,251.

    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 235,612 shares
    Change vs previous 13F +43,827 shares

    0.1% of the 13F portfolio, value $6,196,592.

    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 191,785 shares
    Change vs previous 13F -27,511 shares

    0.09% of the 13F portfolio, value $5,040,120.

    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 219,296 shares
    Change vs previous 13F +37,503 shares

    0.11% of the 13F portfolio, value $5,655,657.

    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 181,793 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,899,321.

    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).