Kingsview Wealth Management, LLC
Holdings in HQL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $601,965 | 35,874 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $556,405 | 35,874 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $470,677 | 36,743 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $453,578 | 35,743 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $455,040 | 34,683 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $527,106 | 34,954 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $495,298 | 34,954 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $490,325 | 35,974 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $497,172 | 36,937 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $449,331 | 36,033 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $496,741 | 36,687 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $517,610 | 37,158 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $528,015 | 37,158 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $507,578 | 37,158 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $514,414 | 36,150 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $566,147 | 34,229 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $627,859 | 32,650 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $627,348 | 30,161 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $606,130 | 28,271 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $282,365 | 14,326 | Shares | Sole | 2021-05-24 |