Kingsview Wealth Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1791965
GRANTS PASS, OR
Position in CWI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$9,910,464
+$2,337,104 QoQ
Shares Held
243,680
+17.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#27
of 156 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,910,464 | 243,680 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,573,360 | 206,979 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||