Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in IHD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $336,303 | 53,637 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $333,350 | 53,166 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $332,574 | 55,989 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $298,367 | 55,874 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $278,125 | 55,514 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $360,626 | 63,157 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $373,753 | 69,471 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $374,101 | 70,987 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $660,229 | 124,807 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $645,125 | 130,857 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $705,295 | 135,114 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $728,059 | 135,579 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $787,885 | 152,691 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $808,301 | 164,289 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $1,023,465 | 177,685 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $1,205,644 | 179,947 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $1,172,245 | 165,105 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $1,145,457 | 155,001 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $1,356,540 | 158,105 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $1,718,776 | 214,847 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $1,136,807 | 156,585 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $1,742,349 | 263,593 | Shares | Sole | 2020-11-19 |
| 2020-06-30 | $1,581,208 | 254,623 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $1,451,238 | 248,926 | Shares | Sole | 2020-05-11 |