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Kingsview Wealth Management, LLC: CGUS position timeline

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

Kingsview Wealth Management, LLC held 106,175 CGUS 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 106,175 shares
    Change vs previous 13F -23,540 shares

    0.06% of the 13F portfolio, value $4,722,663.

    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 129,715 shares
    Change vs previous 13F +20,179 shares

    0.07% of the 13F portfolio, value $4,983,654.

    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 109,536 shares
    Change vs previous 13F +28,510 shares

    0.06% of the 13F portfolio, value $4,406,619.

    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 81,026 shares
    Change vs previous 13F -172,531 shares

    0.05% of the 13F portfolio, value $3,203,763.

    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 253,557 shares
    Change vs previous 13F +56,373 shares

    0.16% of the 13F portfolio, value $9,363,869.

    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 197,184 shares
    Change vs previous 13F +189,914 shares

    0.12% of the 13F portfolio, value $6,585,954.

    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 7,270 shares
    Change vs previous 13F +710 shares

    <0.01% of the 13F portfolio, value $254,248.

    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 6,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,879.

    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).