Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in STK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,095,275 | 29,771 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,037,383 | 29,371 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $893,050 | 29,367 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $787,972 | 28,162 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $864,311 | 27,052 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $905,971 | 27,052 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $906,686 | 27,236 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $969,995 | 30,436 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,038,913 | 32,877 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $894,040 | 32,845 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $1,010,001 | 32,942 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $908,343 | 32,639 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $753,186 | 32,423 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $751,889 | 32,423 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $745,452 | 29,723 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $886,698 | 27,623 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $905,190 | 24,458 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $602,757 | 18,282 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $621,496 | 17,502 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $206,184 | 6,600 | Shares | Sole | 2021-05-24 |