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Kingsview Wealth Management, LLC: CGMS position timeline

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

Kingsview Wealth Management, LLC held 323,447 CGMS 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 323,447 shares
    Change vs previous 13F -80,804 shares

    0.11% of the 13F portfolio, value $8,839,805.

    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 404,251 shares
    Change vs previous 13F +65,898 shares

    0.15% of the 13F portfolio, value $11,007,747.

    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 338,353 shares
    Change vs previous 13F +36,717 shares

    0.13% of the 13F portfolio, value $9,345,301.

    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 301,636 shares
    Change vs previous 13F +49,944 shares

    0.13% of the 13F portfolio, value $8,370,397.

    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 251,692 shares
    Change vs previous 13F +41,769 shares

    0.12% of the 13F portfolio, value $6,951,742.

    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 209,923 shares
    Change vs previous 13F +55,350 shares

    0.11% of the 13F portfolio, value $5,730,908.

    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 154,573 shares
    Change vs previous 13F +17,612 shares

    0.08% of the 13F portfolio, value $4,216,754.

    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 136,961 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,812,995.

    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).