Kingsview Wealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1791965
GRANTS PASS, OR
All Filings in AOA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,832 | 6,945 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $666,152 | 7,528 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $662,654 | 7,399 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $645,449 | 7,323 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $576,377 | 6,911 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $506,659 | 6,623 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $493,828 | 6,446 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $513,388 | 6,506 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $464,309 | 6,209 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $422,027 | 5,745 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $390,961 | 5,662 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $472,746 | 7,446 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $467,630 | 7,049 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $283,484 | 4,458 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $245,692 | 4,112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $208,048 | 3,752 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $228,959 | 3,823 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $232,948 | 3,379 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $239,359 | 3,287 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||