KINGSWOOD WEALTH ADVISORS, LLC: BINC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on BINC, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 41,706 BINC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 41,706 sharesChange vs previous 13F +3,363 shares
0.09% of the 13F portfolio, value $2,182,892.
13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,343 sharesChange vs previous 13F +4,898 shares
0.09% of the 13F portfolio, value $1,991,152.
13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,445 sharesChange vs previous 13F +17,377 shares
0.09% of the 13F portfolio, value $1,764,893.
13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,068 sharesChange vs previous 13F +2,643 shares
0.05% of the 13F portfolio, value $855,460.
13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,425 sharesChange vs previous 13F +3,804 shares
0.06% of the 13F portfolio, value $709,377.
13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 9,621 sharesChange vs previous 13F +2,148 shares
0.05% of the 13F portfolio, value $503,605.
13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,473 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $388,745.
13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).