Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $117,861 | 10,065 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $116,452 | 10,065 | Shares | Sole | 2025-11-12 |
| 2024-06-30 | $113,675 | 10,714 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $112,068 | 10,714 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $107,274 | 10,814 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $139,696 | 14,814 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $149,176 | 14,814 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $147,103 | 14,814 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $141,621 | 14,814 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $132,713 | 15,064 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $147,175 | 15,064 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $170,373 | 15,064 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $183,479 | 15,064 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $176,399 | 15,064 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $189,053 | 15,064 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $221,343 | 19,264 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $150,383 | 13,784 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $131,912 | 13,784 | Shares | Sole | 2020-11-19 |
| 2020-06-30 | $155,759 | 16,535 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $166,720 | 20,111 | Shares | Sole | 2020-05-11 |