Kingsview Wealth Management, LLC
Holdings in PFL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $155,213 | 18,412 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $250,871 | 29,445 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $272,609 | 32,687 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $273,050 | 31,750 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $258,506 | 30,848 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $256,928 | 29,980 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $237,238 | 29,109 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $239,772 | 28,275 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $231,872 | 27,473 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $204,098 | 26,610 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $211,506 | 25,825 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $203,680 | 25,053 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $197,413 | 24,342 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $188,386 | 23,637 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $206,904 | 23,015 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $917,163 | 89,918 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $982,330 | 89,547 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $1,065,879 | 91,728 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $1,134,507 | 88,981 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $849,383 | 70,723 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $283,014 | 24,739 | Shares | Sole | 2021-02-16 |