Kingsview Wealth Management, LLC
Holdings in CRC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,553,237 | 79,473 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $4,130,117 | 77,663 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,420,956 | 74,906 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $208,649 | 4,021 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $210,981 | 4,021 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $213,997 | 4,021 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $221,557 | 4,021 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $219,868 | 4,021 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $225,216 | 4,021 | Shares | Sole | 2023-11-07 |