KINGSWOOD WEALTH ADVISORS, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KINGSWOOD WEALTH ADVISORS, LLC on CSCO, newest first. How the timeline and the estimate are built.
KINGSWOOD WEALTH ADVISORS, LLC held 56,818 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 56,818 sharesChange vs previous 13F +131 shares
0.27% of the 13F portfolio, value $6,673,867.
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 56,687 sharesChange vs previous 13F -2,096 shares
0.21% of the 13F portfolio, value $4,398,346.
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 58,783 sharesChange vs previous 13F +10,060 shares
0.22% of the 13F portfolio, value $4,528,072.
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 48,723 sharesChange vs previous 13F +13,748 shares
0.2% of the 13F portfolio, value $3,333,643.
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 34,975 sharesChange vs previous 13F -4,933 shares
0.19% of the 13F portfolio, value $2,426,537.
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 39,908 sharesChange vs previous 13F -2,827 shares
0.22% of the 13F portfolio, value $2,463,359.
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 42,735 sharesChange vs previous 13F -17,211 shares
0.19% of the 13F portfolio, value $2,529,961.
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).
- period ended2024-09-3013F 59,946 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $3,188,826.
13F-HR 0001987855-24-000005 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).