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Kingsview Wealth Management, LLC: JCPB position timeline

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

Kingsview Wealth Management, LLC held 39,194 JCPB 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 39,194 shares
    Change vs previous 13F +2,941 shares

    0.02% of the 13F portfolio, value $1,839,766.

    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 36,253 shares
    Change vs previous 13F +10,308 shares

    0.02% of the 13F portfolio, value $1,706,776.

    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 25,945 shares
    Change vs previous 13F +350 shares

    0.02% of the 13F portfolio, value $1,228,485.

    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 25,595 shares
    Change vs previous 13F +11,040 shares

    0.02% of the 13F portfolio, value $1,217,033.

    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 14,555 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $684,971.

    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 14,370 shares
    Change vs previous 13F -7,921 shares

    0.01% of the 13F portfolio, value $675,956.

    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 22,291 shares
    Change vs previous 13F -8,836 shares

    0.02% of the 13F portfolio, value $1,026,953.

    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 31,127 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,501,543.

    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).