Kingsview Wealth Management, LLC
CIK
0001791965
City
GRANTS PASS
State / Country
OR
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $525,646 | 21,802 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $570,747 | 23,014 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $632,705 | 23,477 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $603,465 | 23,619 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $568,209 | 23,636 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $660,745 | 25,384 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $574,993 | 25,578 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $599,809 | 25,448 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $538,285 | 25,343 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $514,072 | 26,255 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $659,682 | 27,929 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $626,592 | 25,680 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $546,876 | 22,796 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $506,329 | 21,787 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $555,554 | 21,950 | Shares | Sole | 2022-08-16 |
| 2022-03-31 | $632,818 | 21,859 | Shares | Sole | 2024-02-08 |
| 2021-12-31 | $539,875 | 18,943 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $509,344 | 18,795 | Shares | Sole | 2021-12-03 |
| 2021-06-30 | $519,202 | 18,097 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $499,109 | 17,870 | Shares | Sole | 2021-05-24 |
| 2020-12-31 | $460,654 | 17,841 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $395,916 | 17,810 | Shares | Sole | 2020-11-19 |
| 2020-06-30 | $380,230 | 17,244 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $352,136 | 18,681 | Shares | Sole | 2020-05-11 |