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Kingsview Wealth Management, LLC: CGDV position timeline

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

Kingsview Wealth Management, LLC held 502,557 CGDV 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 502,557 shares
    Change vs previous 13F +14,503 shares

    0.3% of the 13F portfolio, value $24,765,989.

    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 488,054 shares
    Change vs previous 13F +33,395 shares

    0.28% of the 13F portfolio, value $20,761,819.

    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 454,659 shares
    Change vs previous 13F +110,016 shares

    0.29% of the 13F portfolio, value $19,841,339.

    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 344,643 shares
    Change vs previous 13F +214,474 shares

    0.22% of the 13F portfolio, value $14,485,330.

    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 130,169 shares
    Change vs previous 13F +77,965 shares

    0.09% of the 13F portfolio, value $5,140,376.

    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 52,204 shares
    Change vs previous 13F -1,162 shares

    0.04% of the 13F portfolio, value $1,860,556.

    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 53,366 shares
    Change vs previous 13F +2,414 shares

    0.04% of the 13F portfolio, value $1,881,675.

    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 50,952 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,856,699.

    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).