KINGSWOOD WEALTH ADVISORS, LLC: BRO position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 0 BRO shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -3,341 shares

   13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 3,341 shares

   Change vs previous 13F +253 shares

   0.02% of the 13F portfolio, value $313,390.

   13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 3,088 shares

   Change vs previous 13F +98 shares

   0.03% of the 13F portfolio, value $342,399.

   13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F/A 2,990 shares

   Change vs previous 13F -11 shares

   0.03% of the 13F portfolio, value $371,963.

   13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 3,001 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $306,174.

   13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).