Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $378,666 | 29,354 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $420,074 | 29,091 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $279,952 | 20,126 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $158,568 | 10,966 | Shares | Sole | 2025-05-02 |