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Kingsview Wealth Management, LLC: CME position timeline

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

Kingsview Wealth Management, LLC held 11,117 CME 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 11,117 shares
    Change vs previous 13F -899 shares

    0.03% of the 13F portfolio, value $2,454,989.

    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 12,016 shares
    Change vs previous 13F +5,033 shares

    0.05% of the 13F portfolio, value $3,548,840.

    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 6,983 shares
    Change vs previous 13F +173 shares

    0.03% of the 13F portfolio, value $1,906,915.

    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 6,810 shares
    Change vs previous 13F +3,751 shares

    0.03% of the 13F portfolio, value $1,839,904.

    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 3,059 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $843,062.

    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 3,067 shares
    Change vs previous 13F -8,609 shares

    0.02% of the 13F portfolio, value $813,767.

    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 11,676 shares
    Change vs previous 13F +8,147 shares

    0.05% of the 13F portfolio, value $2,711,476.

    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 3,529 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $778,716.

    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).