Kingsview Wealth Management, LLC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1791965
GRANTS PASS, OR
All Filings in CGDV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,766,008 | 502,557 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $20,761,817 | 488,054 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,841,318 | 454,659 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,485,345 | 344,643 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,140,373 | 130,169 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,860,550 | 52,204 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,881,685 | 53,366 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,856,690 | 50,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,567,797 | 47,509 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $571,025 | 17,570 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $483,258 | 16,195 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $467,433 | 17,659 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||