Kingsview Wealth Management, LLC
Position in AOM — iShares Core 40/60 Moderate Allocation ETF
CIK 1791965
GRANTS PASS, OR
All Filings in AOM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AOM | $208,854 | 4,409 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 AOM | $209,248 | 4,384 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 AOM | $205,640 | 4,322 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 AOM | $308,988 | 7,113 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 AOM | $589,858 | 13,076 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 AOM | $574,570 | 13,359 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 AOM | $585,872 | 13,695 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 AOM | $810,026 | 19,514 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 AOM | $706,229 | 18,141 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 AOM | $697,234 | 17,254 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 AOM | $681,287 | 17,092 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 AOM | $204,949 | 5,392 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 AOM | $223,174 | 6,096 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 AOM | $243,071 | 6,239 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 AOM | $265,124 | 6,170 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 AOM | $269,000 | 5,916 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 AOM | $266,113 | 5,948 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 AOM | $272,417 | 6,047 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 AOM | $241,833 | 5,553 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 AOM | $353,462 | 8,182 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||