KINGSWOOD WEALTH ADVISORS, LLC: CSM position timeline

KINGSWOOD WEALTH ADVISORS, LLC held 4,262 CSM 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 4,262 shares

   Change vs previous 13F +144 shares

   0.01% of the 13F portfolio, value $363,188.

   13F-HR 0001987855-26-000003 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,118 shares

   Change vs previous 13F -94 shares

   0.01% of the 13F portfolio, value $308,109.

   13F-HR 0001987855-26-000002 filed by KINGSWOOD WEALTH ADVISORS, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,212 shares

   Change vs previous 13F -197 shares

   0.02% of the 13F portfolio, value $335,612.

   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).

4. period ended2025-09-30

   13F 4,409 shares

   Change vs previous 13F +1,250 shares

   0.02% of the 13F portfolio, value $337,596.

   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).

5. period ended2025-06-30

   13F 3,159 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $222,612.

   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).