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Kingsview Wealth Management, LLC: CRM position timeline

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

Kingsview Wealth Management, LLC held 24,179 CRM 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 24,179 shares
    Change vs previous 13F -36,102 shares

    0.05% of the 13F portfolio, value $3,787,933.

    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 60,281 shares
    Change vs previous 13F +9,041 shares

    0.15% of the 13F portfolio, value $11,252,726.

    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 51,240 shares
    Change vs previous 13F +4,310 shares

    0.2% of the 13F portfolio, value $13,574,014.

    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 46,930 shares
    Change vs previous 13F -118,559 shares

    0.17% of the 13F portfolio, value $11,122,422.

    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 165,489 shares
    Change vs previous 13F +13,022 shares

    0.76% of the 13F portfolio, value $45,127,178.

    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 152,467 shares
    Change vs previous 13F +18,350 shares

    0.77% of the 13F portfolio, value $40,915,918.

    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 134,117 shares
    Change vs previous 13F +2,892 shares

    0.87% of the 13F portfolio, value $44,839,230.

    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 131,225 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $35,917,543.

    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).