Kingsview Wealth Management, LLC
Holdings in HRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,209,482 | 165,431 | Shares | Defined | 2026-02-09 |
| 2025-09-30 | $9,773,258 | 193,262 | Shares | Defined | 2025-11-12 |
| 2025-06-30 | $305,188 | 5,560 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $310,790 | 5,660 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $299,074 | 5,660 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $360,137 | 5,667 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $285,087 | 5,257 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $319,558 | 6,507 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $329,786 | 6,818 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $293,583 | 6,818 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $257,700 | 8,086 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $309,459 | 8,779 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,252,986 | 34,319 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,796,804 | 42,238 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $330,983 | 9,371 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $807,682 | 31,017 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $736,485 | 31,260 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $1,945,425 | 77,817 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $292,725 | 12,467 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $271,780 | 12,467 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $3,172 | 200 | Shares | Sole | 2021-02-16 |
| 2020-12-31 | $169,971 | 10,717 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $317,378 | 19,483 | Shares | Sole | 2020-11-19 |