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Kingsview Wealth Management, LLC: CGCV position timeline

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

Kingsview Wealth Management, LLC held 18,194 CGCV 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 18,194 shares
    Change vs previous 13F -3,687 shares

    0.01% of the 13F portfolio, value $597,141.

    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 21,881 shares
    Change vs previous 13F -13,612 shares

    0.01% of the 13F portfolio, value $652,260.

    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 35,493 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,082,171.

    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).