Kingsview Wealth Management, LLC
Holdings in TDAY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $154,500 | 30,000 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $206,500 | 50,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $179,000 | 50,000 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $144,500 | 50,000 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $253,000 | 50,000 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $309,100 | 55,000 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $461,000 | 100,000 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $244,000 | 100,000 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $230,000 | 100,000 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $264,600 | 108,000 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $355,500 | 158,000 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $295,460 | 158,000 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $320,766 | 158,013 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $165,240 | 108,000 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $313,200 | 108,000 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $487,080 | 108,000 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $554,320 | 104,000 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $6,680 | 1,000 | Shares | Sole | 2021-12-03 |
| 2021-09-30 | $694,720 | 104,000 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $559,980 | 102,000 | Shares | Sole | 2021-08-17 |