Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in NQP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,151,261 | 96,826 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,174,920 | 97,910 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,062,612 | 94,707 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $959,141 | 85,485 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $968,992 | 86,672 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $1,056,861 | 83,745 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,110,968 | 91,063 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,113,987 | 94,246 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,130,682 | 97,641 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $976,574 | 96,025 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $1,077,522 | 95,865 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,102,320 | 96,441 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,078,719 | 96,920 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $1,188,380 | 108,330 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $1,320,542 | 108,330 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $1,458,405 | 108,030 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $1,609,676 | 108,032 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $1,558,437 | 105,371 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $1,573,737 | 104,221 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $901,808 | 62,800 | Shares | Sole | 2021-05-24 |