Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in DBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $537,579 | 24,042 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $486,355 | 21,587 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $575,107 | 26,369 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $632,610 | 28,116 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $469,098 | 21,941 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $277,461 | 12,459 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $343,780 | 14,799 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $338,669 | 14,744 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $654,235 | 29,684 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,610,618 | 64,528 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $1,445,309 | 63,670 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,537,639 | 64,770 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,596,580 | 64,770 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,603,213 | 67,052 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $1,982,255 | 74,409 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $4,614,522 | 177,073 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $265,547 | 12,779 | Shares | Sole | 2022-02-17 |