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Kingsview Wealth Management, LLC: CGMM position timeline

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

Kingsview Wealth Management, LLC held 56,101 CGMM 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 56,101 shares
    Change vs previous 13F -11,670 shares

    0.02% of the 13F portfolio, value $1,849,650.

    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 67,771 shares
    Change vs previous 13F +23,855 shares

    0.03% of the 13F portfolio, value $1,989,757.

    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 43,916 shares
    Change vs previous 13F -21,711 shares

    0.02% of the 13F portfolio, value $1,266,537.

    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 65,627 shares
    Change vs previous 13F +15,643 shares

    0.03% of the 13F portfolio, value $1,863,151.

    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 49,984 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,343,570.

    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).