Kingsview Wealth Management, LLC: CTAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kingsview Wealth Management, LLC on CTAS, newest first. How the timeline and the estimate are built.
Kingsview Wealth Management, LLC held 2,878 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 2,878 sharesChange vs previous 13F +59 shares
0.01% of the 13F portfolio, value $489,444.
13F-HR 0001791965-26-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,819 sharesChange vs previous 13F -26 shares
0.01% of the 13F portfolio, value $476,862.
13F-HR 0001791965-26-000003 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,845 sharesChange vs previous 13F -69 shares
0.01% of the 13F portfolio, value $535,054.
13F-HR 0001791965-26-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,914 sharesChange vs previous 13F +74 shares
0.01% of the 13F portfolio, value $598,076.
13F-HR 0001791965-25-000007 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,840 sharesChange vs previous 13F +119 shares
0.01% of the 13F portfolio, value $632,957.
13F-HR 0001791965-25-000005 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,721 sharesChange vs previous 13F -894 shares
0.01% of the 13F portfolio, value $559,164.
13F-HR 0001791965-25-000004 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,615 sharesChange vs previous 13F -1,259 shares
0.01% of the 13F portfolio, value $660,519.
13F-HR 0001791965-25-000001 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,874 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,003,495.
13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).