Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $312,359 | 13,202 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $322,474 | 13,003 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $300,982 | 12,868 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $303,671 | 12,690 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $274,303 | 12,457 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $285,257 | 12,285 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $244,702 | 12,108 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $234,307 | 11,918 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $222,442 | 11,726 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $260,521 | 14,669 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $286,314 | 14,035 | Shares | Sole | 2023-08-10 |