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Kingsview Wealth Management, LLC: CPTL position timeline

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

Kingsview Wealth Management, LLC held 33,847 CPTL 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 33,847 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $1,590,176.

    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 33,840 shares
    Change vs previous 13F +1,884 shares

    0.02% of the 13F portfolio, value $1,405,951.

    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 31,956 shares
    Change vs previous 13F -126 shares

    0.02% of the 13F portfolio, value $1,387,558.

    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 32,082 shares
    Change vs previous 13F +1,237 shares

    0.02% of the 13F portfolio, value $1,384,197.

    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 30,845 shares
    Change vs previous 13F -630 shares

    0.02% of the 13F portfolio, value $1,245,521.

    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 31,475 shares
    Change vs previous 13F -254 shares

    0.02% of the 13F portfolio, value $1,173,073.

    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 31,729 shares
    Change vs previous 13F +632 shares

    0.02% of the 13F portfolio, value $1,240,287.

    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 31,097 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,217,137.

    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).