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KINGSWOOD WEALTH ADVISORS, LLC: CGMU position timeline

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

KINGSWOOD WEALTH ADVISORS, LLC held 25,452 CGMU 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 25,452 shares
    Change vs previous 13F +2,046 shares

    0.03% of the 13F portfolio, value $699,166.

    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 23,406 shares
    Change vs previous 13F +669 shares

    0.03% of the 13F portfolio, value $635,473.

    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 22,737 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $622,539.

    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).