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Kingsview Wealth Management, LLC: CI position timeline

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

Kingsview Wealth Management, LLC held 37,331 CI 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 37,331 shares
    Change vs previous 13F +4,887 shares

    0.12% of the 13F portfolio, value $10,291,493.

    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 32,444 shares
    Change vs previous 13F -1,863 shares

    0.12% of the 13F portfolio, value $8,654,377.

    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 34,307 shares
    Change vs previous 13F -14,687 shares

    0.14% of the 13F portfolio, value $9,442,383.

    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 48,994 shares
    Change vs previous 13F +13,442 shares

    0.22% of the 13F portfolio, value $14,122,440.

    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 35,552 shares
    Change vs previous 13F -941 shares

    0.2% of the 13F portfolio, value $11,752,663.

    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 36,493 shares
    Change vs previous 13F +1,437 shares

    0.23% of the 13F portfolio, value $12,006,038.

    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 35,056 shares
    Change vs previous 13F +3,484 shares

    0.19% of the 13F portfolio, value $9,680,404.

    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 31,572 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,937,899.

    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).