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Kingsview Wealth Management, LLC

CIK
1791965
City
GRANTS PASS
State / Country
OR

Top Portfolio Positions

663 positions · $3,038,156,044 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CCLD

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Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2025-03-31 $36,140 26,000
2025-06-30 $61,360 26,000
2025-09-30 $83,460 26,000
2025-12-31 $77,876 26,670
2026-03-31 $94,900 26,000