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Kingsview Wealth Management, LLC: CLIP position timeline

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

Kingsview Wealth Management, LLC held 5,788 CLIP 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 5,788 shares
    Change vs previous 13F -2,009 shares

    0.01% of the 13F portfolio, value $580,768.

    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 7,797 shares
    Change vs previous 13F -6,551 shares

    0.01% of the 13F portfolio, value $782,507.

    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 14,348 shares
    Change vs previous 13F -2,317 shares

    0.02% of the 13F portfolio, value $1,436,396.

    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 16,665 shares
    Change vs previous 13F +1,337 shares

    0.03% of the 13F portfolio, value $1,673,517.

    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 15,328 shares
    Change vs previous 13F +11,168 shares

    0.03% of the 13F portfolio, value $1,539,238.

    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 4,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $417,830.

    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).