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KINGSWOOD WEALTH ADVISORS, LLC: BUFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on BUFR, newest first. How the timeline and the estimate are built.

KINGSWOOD WEALTH ADVISORS, LLC held 45,057 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,057 shares
    Change vs previous 13F +3,080 shares

    0.07% of the 13F portfolio, value $1,645,932.

    13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 41,977 shares
    Change vs previous 13F -2,352 shares

    0.07% of the 13F portfolio, value $1,417,563.

    13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 44,329 shares
    Change vs previous 13F -5,249 shares

    0.07% of the 13F portfolio, value $1,518,712.

    13F-HR 0001987855-26-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 49,578 shares
    Change vs previous 13F -3,985 shares

    0.1% of the 13F portfolio, value $1,656,897.

    13F-HR 0001987855-25-000008 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 53,563 shares
    Change vs previous 13F -15,881 shares

    0.13% of the 13F portfolio, value $1,703,303.

    13F-HR 0001987855-25-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 69,444 shares
    Change vs previous 13F -17,490 shares

    0.19% of the 13F portfolio, value $2,064,495.

    13F-HR/A 0001987855-25-000007 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 86,934 shares
    Change vs previous 13F +55,964 shares

    0.2% of the 13F portfolio, value $2,648,878.

    13F-HR 0001987855-25-000001 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,970 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $925,694.

    13F-HR 0001987855-24-000005 filed by KINGSWOOD WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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